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Values First Advisors’s SouthState Bank Corp SSB Stock Holding History

Values First Advisors’s Portfolio SSB Stock Details SSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-34
Closed -$2.42K – 317
2023
Q1 		$2.42K Buy
+34
New +$2.65K ﹤0.01% 306

Other funds holding SSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Values First Advisors's SSB Position: Q2 2023 in Review

Values First Advisors sold out of SouthState Bank Corp (SSB) in Q2 2023, closing a stake of 34 shares — an estimated $2.42K sold.

Values First Advisors first reported a position in SSB in Q1 2023 and held it in 1 quarter. The position peaked at $2.42K in Q1 2023. 327 funds tracked by Wall St. Rank hold SSB as of Q2 2023.

  • Values First Advisors reported no remaining SouthState Bank Corp position as of Q2 2023 after selling out during the quarter.
  • Values First Advisors sold 34 SouthState Bank Corp shares in Q2 2023, an estimated $2.42K.
  • Values First Advisors first reported a position in SouthState Bank Corp in Q1 2023 and held it in 1 quarter.
  • Values First Advisors's SouthState Bank Corp position peaked at $2.42K in Q1 2023.
  • 327 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2023.

Based on Values First Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.