WPW
SSB icon

Waldron Private Wealth’s SouthState Bank Corp SSB Stock Holding History

Waldron Private Wealth’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
2024
Q4 		– Sell
-361
Closed -$35.1K – 475
2024
Q3 		$35.1K Buy
+361
New +$33K ﹤0.01% 448

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Waldron Private Wealth's SSB Position: Q4 2024 in Review

Waldron Private Wealth sold out of SouthState Bank Corp (SSB) in Q4 2024, closing a stake of 361 shares — an estimated $35.1K sold.

Waldron Private Wealth first reported a position in SSB in Q3 2024 and held it in 1 quarter. The position peaked at $35.1K in Q3 2024. 419 funds tracked by Wall St. Rank hold SSB as of Q4 2024.

  • Waldron Private Wealth reported no remaining SouthState Bank Corp position as of Q4 2024 after selling out during the quarter.
  • Waldron Private Wealth sold 361 SouthState Bank Corp shares in Q4 2024, an estimated $35.1K.
  • Waldron Private Wealth first reported a position in SouthState Bank Corp in Q3 2024 and held it in 1 quarter.
  • Waldron Private Wealth's SouthState Bank Corp position peaked at $35.1K in Q3 2024.
  • 419 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q4 2024.

Based on Waldron Private Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.