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Wagner Wealth Management (South Carolina)’s SouthState Bank Corp SSB Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022
Q4 		– Sell
-370
Closed -$29K – 636
2022
Q3 		$29K Buy
370
+2
+0.5% +$161 0.02% 259
2022
Q2 		$28K Buy
+368
New +$28.7K 0.02% 274
2022
Q1 		– Sell
-366
Closed -$29K – 597
2021
Q4 		$29K Buy
366
+1
+0.3% +$79 0.02% 336
2021
Q3 		$28K Sell
365
-10
-3% -$712 0.02% 332
2021
Q2 		$31K Buy
375
+1
+0.3% +$85 0.02% 329
2021
Q1 		$29K Buy
+374
New +$30.1K 0.02% 306
2018
Q3 		$31K Buy
379
+1
+0.3% +$84 0.02% 298
2018
Q2 		$33K Buy
378
+1
+0.3% +$88 0.02% 267
2018
Q1 		$32K Hold
377
– – 0.02% 254
2017
Q4 		$34K Buy
+377
New +$33.8K 0.03% 252

Other funds holding SSB

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return