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WR Wealth Planners’s SouthState Bank Corp SSB Stock Holding History

WR Wealth Planners’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 		$2.59K Buy
+26
New +$2.68K ﹤0.01% 812

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

WR Wealth Planners's SSB Position: Q4 2024 in Review

WR Wealth Planners opened a new position in SouthState Bank Corp (SSB) in Q4 2024: 26 shares worth $2.59K. The stake represents ﹤0.01% of the portfolio and ranks #812 among its holdings.

419 funds tracked by Wall St. Rank hold SSB as of Q4 2024.

  • WR Wealth Planners held 26 shares of SouthState Bank Corp worth $2.59K as of Q4 2024.
  • SouthState Bank Corp was a new WR Wealth Planners position in Q4 2024.
  • SouthState Bank Corp made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #812 holding.
  • 419 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.