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Xcel Wealth Management’s SouthState Bank Corp SSB Stock Holding History

Xcel Wealth Management’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
2023
Q2 		– Sell
-2,968
Closed -$212K – 139
2023
Q1 		$212K Hold
2,968
– – 0.07% 124
2022
Q4 		$227K Buy
+2,968
New +$249K 0.09% 114

Other funds holding SSB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Xcel Wealth Management's SSB Position: Q2 2023 in Review

Xcel Wealth Management sold out of SouthState Bank Corp (SSB) in Q2 2023, closing a stake of 2,968 shares — an estimated $212K sold.

Xcel Wealth Management first reported a position in SSB in Q4 2022 and held it in 2 quarters. The position peaked at $227K in Q4 2022. 326 funds tracked by Wall St. Rank hold SSB as of Q2 2023.

  • Xcel Wealth Management reported no remaining SouthState Bank Corp position as of Q2 2023 after selling out during the quarter.
  • Xcel Wealth Management sold 2,968 SouthState Bank Corp shares in Q2 2023, an estimated $212K.
  • Xcel Wealth Management first reported a position in SouthState Bank Corp in Q4 2022 and held it in 2 quarters.
  • Xcel Wealth Management's SouthState Bank Corp position peaked at $227K in Q4 2022.
  • 326 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2023.

Based on Xcel Wealth Management's 13F filing for Q2 2023, filed 26 Jul 2023.