Wealthfront’s SouthState Bank Corp SSB Stock Holding History

Wealthfront’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
2015 Q4	–	Sell	-20	Closed	-$2K	–	944
2015 Q3	$2K	Buy	+20	New	+$1.53K	﹤0.01%	1176

Other funds holding SSB

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

CRCP

Copper Rock Capital Partners Boston, Massachusetts $296M AUM 28.61% 1-Year Est. Return

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Wealthfront's SSB Position: Q4 2015 in Review

Wealthfront sold out of SouthState Bank Corp (SSB) in Q4 2015, closing a stake of 20 shares — an estimated $2K sold.

Wealthfront first reported a position in SSB in Q3 2015 and held it in 1 quarter. The position peaked at $2K in Q3 2015. 160 funds tracked by Wall St. Rank hold SSB as of Q4 2015.

Wealthfront reported no remaining SouthState Bank Corp position as of Q4 2015 after selling out during the quarter.
Wealthfront sold 20 SouthState Bank Corp shares in Q4 2015, an estimated $2K.
Wealthfront first reported a position in SouthState Bank Corp in Q3 2015 and held it in 1 quarter.
Wealthfront's SouthState Bank Corp position peaked at $2K in Q3 2015.
160 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.