AWM
SSD icon

AE Wealth Management’s Simpson Manufacturing SSD Stock Holding History

AE 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
2024
Q1 		– Sell
-1,160
Closed -$211K – 1875
2023
Q4 		$211K Buy
+1,160
New +$184K ﹤0.01% 1867

Other funds holding SSD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

AE Wealth Management's SSD Position: Q1 2024 in Review

AE Wealth Management sold out of Simpson Manufacturing (SSD) in Q1 2024, closing a stake of 1,160 shares — an estimated $211K sold.

AE Wealth Management first reported a position in SSD in Q4 2023 and held it in 1 quarter. The position peaked at $211K in Q4 2023. 394 funds tracked by Wall St. Rank hold SSD as of Q1 2024.

  • AE Wealth Management reported no remaining Simpson Manufacturing position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 1,160 Simpson Manufacturing shares in Q1 2024, an estimated $211K.
  • AE Wealth Management first reported a position in Simpson Manufacturing in Q4 2023 and held it in 1 quarter.
  • AE Wealth Management's Simpson Manufacturing position peaked at $211K in Q4 2023.
  • 394 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.