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Wealthspire Advisors (Maryland)’s SouthState Bank Corp SSB Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q1 		– Sell
-538
Closed -$32K – 2586
2018
Q4 		$32K Hold
538
– – ﹤0.01% 1033
2018
Q3 		$44K Hold
538
– – ﹤0.01% 1017
2018
Q2 		$46K Hold
538
– – ﹤0.01% 1006
2018
Q1 		$46K Hold
538
– – ﹤0.01% 1020
2017
Q4 		$47K Hold
538
– – ﹤0.01% 1031
2017
Q3 		$48K Hold
538
– – 0.01% 997
2017
Q2 		$46K Buy
+538
New +$46.5K 0.01% 983

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SSB Position: Q1 2019 in Review

Wealthspire Advisors (Maryland) sold out of SouthState Bank Corp (SSB) in Q1 2019, closing a stake of 538 shares — an estimated $32K sold.

Wealthspire Advisors (Maryland) first reported a position in SSB in Q2 2017 and held it in 7 quarters. The position peaked at $48K in Q3 2017. 188 funds tracked by Wall St. Rank hold SSB as of Q1 2019.

  • Wealthspire Advisors (Maryland) reported no remaining SouthState Bank Corp position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 538 SouthState Bank Corp shares in Q1 2019, an estimated $32K.
  • Wealthspire Advisors (Maryland) first reported a position in SouthState Bank Corp in Q2 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s SouthState Bank Corp position peaked at $48K in Q3 2017.
  • 188 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2019, filed 13 May 2019.