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Advisor Group’s Simpson Manufacturing SSD Stock Holding History

Advisor Group’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
2019
Q4 		$105K Buy
1,307
+425
+48% +$33.1K ﹤0.01% 2913
2019
Q3 		$61K Buy
882
+86
+11% +$5.59K ﹤0.01% 3246
2019
Q2 		$53K Sell
796
-120
-13% -$7.67K ﹤0.01% 3323
2019
Q1 		$54K Sell
916
-523
-36% -$30.9K ﹤0.01% 3332
2018
Q4 		$78K Sell
1,439
-316
-18% -$18.6K ﹤0.01% 2855
2018
Q3 		$128K Buy
1,755
+454
+35% +$32.2K ﹤0.01% 2568
2018
Q2 		$81K Sell
1,301
-121
-9% -$7.36K ﹤0.01% 2694
2018
Q1 		$82K Buy
1,422
+883
+164% +$51.1K ﹤0.01% 2716
2017
Q4 		$31K Buy
539
+96
+22% +$5.31K ﹤0.01% 3419
2017
Q3 		$22K Buy
443
+27
+6% +$1.2K ﹤0.01% 3513
2017
Q2 		$18K Buy
416
+105
+34% +$4.4K ﹤0.01% 3570
2017
Q1 		$13K Buy
311
+86
+38% +$3.73K ﹤0.01% 3633
2016
Q4 		$10K Sell
225
-37
-14% -$1.66K ﹤0.01% 3631
2016
Q3 		$12K Buy
262
+123
+88% +$5.24K ﹤0.01% 3457
2016
Q2 		$5K Buy
+139
New +$5.35K ﹤0.01% 3794

Other funds holding SSD

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisor Group's SSD Position: Q4 2019 in Review

Advisor Group increased its Simpson Manufacturing (SSD) stake by 48% in Q4 2019, buying an estimated $33.1K and bringing the position to 1,307 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #2913.

Advisor Group first reported a position in SSD in Q2 2016 and has held it in 15 quarters since. The position peaked at $128K in Q3 2018. 262 funds tracked by Wall St. Rank hold SSD as of Q4 2019.

  • Advisor Group held 1,307 shares of Simpson Manufacturing worth $105K as of Q4 2019.
  • Advisor Group bought 425 Simpson Manufacturing shares in Q4 2019, an estimated $33.1K.
  • Simpson Manufacturing made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2913 holding.
  • Advisor Group first reported a position in Simpson Manufacturing in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Simpson Manufacturing position peaked at $128K in Q3 2018.
  • 262 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.