Veritable’s SouthState Bank Corp SSB Stock Holding History

Veritable’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	-3,673	Closed	-$262K	–	918
2023 Q1	$262K	Buy	+3,673	New	+$286K	﹤0.01%	723

Other funds holding SSB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Veritable's SSB Position: Q2 2023 in Review

Veritable sold out of SouthState Bank Corp (SSB) in Q2 2023, closing a stake of 3,673 shares — an estimated $262K sold.

Veritable first reported a position in SSB in Q1 2023 and held it in 1 quarter. The position peaked at $262K in Q1 2023. 327 funds tracked by Wall St. Rank hold SSB as of Q2 2023.

Veritable reported no remaining SouthState Bank Corp position as of Q2 2023 after selling out during the quarter.
Veritable sold 3,673 SouthState Bank Corp shares in Q2 2023, an estimated $262K.
Veritable first reported a position in SouthState Bank Corp in Q1 2023 and held it in 1 quarter.
Veritable's SouthState Bank Corp position peaked at $262K in Q1 2023.
327 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2023.

Based on Veritable's 13F filing for Q2 2023, filed 9 Aug 2023.