Wipfli Financial Advisors’s SouthState Bank Corp SSB Stock Holding History

Wipfli Financial Advisors’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 Q3	$29K	Buy	+364	New	+$29.3K	﹤0.01%	1397

Other funds holding SSB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Wipfli Financial Advisors's SSB Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in SouthState Bank Corp (SSB) in Q3 2022: 364 shares worth $29K. The stake represents ﹤0.01% of the portfolio and ranks #1397 among its holdings.

336 funds tracked by Wall St. Rank hold SSB as of Q3 2022.

Wipfli Financial Advisors held 364 shares of SouthState Bank Corp worth $29K as of Q3 2022.
SouthState Bank Corp was a new Wipfli Financial Advisors position in Q3 2022.
SouthState Bank Corp made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1397 holding.
336 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.