Annex Advisory Services’s Simpson Manufacturing SSD Stock Holding History

Annex Advisory Services’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	-1,155	Closed	-$237K	–	304
2024 Q1	$237K	Sell	1,155 -340	-23%	-$65.9K	0.01%	250
2023 Q4	$296K	Sell	1,495 -236	-14%	-$37.4K	0.01%	218
2023 Q3	$259K	Sell	1,731 -335	-16%	-$50.9K	0.02%	211
2023 Q2	$286K	Hold	2,066	–	–	0.02%	195
2023 Q1	$227K	Sell	2,066 -981	-32%	-$103K	0.01%	217
2022 Q4	$270K	Sell	3,047 -630	-17%	-$55K	0.02%	201
2022 Q3	$288K	Sell	3,677 -583	-14%	-$56.4K	0.02%	182
2022 Q2	$429K	Sell	4,260 -1,423	-25%	-$148K	0.03%	156
2022 Q1	$620K	Sell	5,683 -349	-6%	-$41.4K	0.05%	141
2021 Q4	$839K	Sell	6,032 -109	-2%	-$13.2K	0.06%	129
2021 Q3	$657K	Sell	6,141 -285	-4%	-$31.5K	0.05%	131
2021 Q2	$707K	Sell	6,426 -472	-7%	-$52.1K	0.06%	132
2021 Q1	$716K	Sell	6,898 -1,377	-17%	-$138K	0.07%	124
2020 Q4	$773K	Buy	+8,275	New	+$769K	0.08%	117

Other funds holding SSD

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Annex Advisory Services's SSD Position: Q2 2024 in Review

Annex Advisory Services sold out of Simpson Manufacturing (SSD) in Q2 2024, closing a stake of 1,155 shares — an estimated $237K sold.

Annex Advisory Services first reported a position in SSD in Q4 2020 and held it in 14 quarters. The position peaked at $839K in Q4 2021. 396 funds tracked by Wall St. Rank hold SSD as of Q2 2024.

Annex Advisory Services reported no remaining Simpson Manufacturing position as of Q2 2024 after selling out during the quarter.
Annex Advisory Services sold 1,155 Simpson Manufacturing shares in Q2 2024, an estimated $237K.
Annex Advisory Services first reported a position in Simpson Manufacturing in Q4 2020 and held it in 14 quarters.
Annex Advisory Services's Simpson Manufacturing position peaked at $839K in Q4 2021.
396 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2024.

Based on Annex Advisory Services's 13F filing for Q2 2024, filed 12 Jul 2024.