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180 Wealth Advisors’s Simpson Manufacturing SSD Stock Holding History

180 Wealth Advisors’s Portfolio SSD Stock Details SSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-998
Closed -$205K – 447
2024
Q1 		$205K Buy
+998
New +$193K 0.04% 370

Other funds holding SSD

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

180 Wealth Advisors's SSD Position: Q2 2024 in Review

180 Wealth Advisors sold out of Simpson Manufacturing (SSD) in Q2 2024, closing a stake of 998 shares — an estimated $205K sold.

180 Wealth Advisors first reported a position in SSD in Q1 2024 and held it in 1 quarter. The position peaked at $205K in Q1 2024. 396 funds tracked by Wall St. Rank hold SSD as of Q2 2024.

  • 180 Wealth Advisors reported no remaining Simpson Manufacturing position as of Q2 2024 after selling out during the quarter.
  • 180 Wealth Advisors sold 998 Simpson Manufacturing shares in Q2 2024, an estimated $205K.
  • 180 Wealth Advisors first reported a position in Simpson Manufacturing in Q1 2024 and held it in 1 quarter.
  • 180 Wealth Advisors's Simpson Manufacturing position peaked at $205K in Q1 2024.
  • 396 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2024.

Based on 180 Wealth Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.