Wagner Wealth Management (South Carolina)’s Bank of South Carolina BKSC Stock Holding History

Wagner Wealth Management (South Carolina)’s Portfolio BKSC Stock Details BKSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-220	Closed	-$4K	–	746
2022 Q3	$4K	Hold	220	–	–	﹤0.01%	568
2022 Q2	$4K	Buy	+220	New	+$3.84K	﹤0.01%	570
2022 Q1	–	Sell	-220	Closed	-$4K	–	709
2021 Q4	$4K	Hold	220	–	–	﹤0.01%	598
2021 Q3	$4K	Hold	220	–	–	﹤0.01%	571
2021 Q2	$5K	Hold	220	–	–	﹤0.01%	589
2021 Q1	$5K	Buy	+220	New	+$3.99K	﹤0.01%	553
2018 Q3	$4K	Hold	220	–	–	﹤0.01%	511
2018 Q2	$5K	Hold	220	–	–	﹤0.01%	466
2018 Q1	$4K	Hold	220	–	–	﹤0.01%	450
2017 Q4	$4K	Buy	+220	New	+$3.74K	﹤0.01%	581

Other funds holding BKSC

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

BIMC

Benson Investment Management Company Roanoke, Virginia $18.8M AUM 23.67% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s BKSC Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Bank of South Carolina (BKSC) in Q4 2022, closing a stake of 220 shares — an estimated $4K sold.

Wagner Wealth Management (South Carolina) first reported a position in BKSC in Q4 2017 and held it in 10 quarters. The position peaked at $5K in Q2 2021. 24 funds tracked by Wall St. Rank hold BKSC as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining Bank of South Carolina position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 220 Bank of South Carolina shares in Q4 2022, an estimated $4K.
Wagner Wealth Management (South Carolina) first reported a position in Bank of South Carolina in Q4 2017 and held it in 10 quarters.
Wagner Wealth Management (South Carolina)'s Bank of South Carolina position peaked at $5K in Q2 2021.
24 funds tracked by Wall St. Rank held Bank of South Carolina as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.