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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Wagner Wealth Management (South Carolina) sold out of SouthState Bank Corp (SSB) in Q4 2022, closing a stake of 370 shares — an estimated $29K sold.

Wagner Wealth Management (South Carolina) first reported a position in SSB in Q4 2017 and held it in 10 quarters. The position peaked at $34K in Q4 2017. 351 funds tracked by Wall St. Rank hold SSB as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining SouthState Bank Corp position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 370 SouthState Bank Corp shares in Q4 2022, an estimated $29K.
Wagner Wealth Management (South Carolina) first reported a position in SouthState Bank Corp in Q4 2017 and held it in 10 quarters.
Wagner Wealth Management (South Carolina)'s SouthState Bank Corp position peaked at $34K in Q4 2017.
351 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q4 2022.

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