AWM
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Accurate Wealth Management’s Simpson Manufacturing SSD Stock Holding History

Accurate Wealth Management’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
2023
Q1 		– Sell
-10
Closed -$974 – 1278
2022
Q4 		$974 Buy
+10
New +$874 ﹤0.01% 1376

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CCA
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Ameriprise
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Dimensional Fund Advisors
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FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Accurate Wealth Management's SSD Position: Q1 2023 in Review

Accurate Wealth Management sold out of Simpson Manufacturing (SSD) in Q1 2023, closing a stake of 10 shares — an estimated $974 sold.

Accurate Wealth Management first reported a position in SSD in Q4 2022 and held it in 1 quarter. The position peaked at $974 in Q4 2022. 319 funds tracked by Wall St. Rank hold SSD as of Q1 2023.

  • Accurate Wealth Management reported no remaining Simpson Manufacturing position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 10 Simpson Manufacturing shares in Q1 2023, an estimated $974.
  • Accurate Wealth Management first reported a position in Simpson Manufacturing in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Simpson Manufacturing position peaked at $974 in Q4 2022.
  • 319 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.