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William B. Walkup & Associates’s SouthState Bank Corp SSB Stock Holding History

William B. Walkup & Associates’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
Q3 		– Sell
-1,979
Closed -$151K – 161
2024
Q2 		$151K Buy
+1,979
New +$153K 0.1% 85

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

William B. Walkup & Associates's SSB Position: Q3 2024 in Review

William B. Walkup & Associates sold out of SouthState Bank Corp (SSB) in Q3 2024, closing a stake of 1,979 shares — an estimated $151K sold.

William B. Walkup & Associates first reported a position in SSB in Q2 2024 and held it in 1 quarter. The position peaked at $151K in Q2 2024. 385 funds tracked by Wall St. Rank hold SSB as of Q3 2024.

  • William B. Walkup & Associates reported no remaining SouthState Bank Corp position as of Q3 2024 after selling out during the quarter.
  • William B. Walkup & Associates sold 1,979 SouthState Bank Corp shares in Q3 2024, an estimated $151K.
  • William B. Walkup & Associates first reported a position in SouthState Bank Corp in Q2 2024 and held it in 1 quarter.
  • William B. Walkup & Associates's SouthState Bank Corp position peaked at $151K in Q2 2024.
  • 385 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q3 2024.

Based on William B. Walkup & Associates's 13F filing for Q3 2024, filed 15 Nov 2024.