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Atala Financial’s Simpson Manufacturing SSD Stock Holding History

Atala Financial’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
2025
Q2 		– Sell
-94
Closed -$14.8K – 402
2025
Q1 		$14.8K Hold
94
– – 0.01% 274
2024
Q4 		$15.6K Buy
+94
New +$17.2K 0.01% 277

Other funds holding SSD

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Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 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
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

Atala Financial's SSD Position: Q2 2025 in Review

Atala Financial sold out of Simpson Manufacturing (SSD) in Q2 2025, closing a stake of 94 shares — an estimated $14.8K sold.

Atala Financial first reported a position in SSD in Q4 2024 and held it in 2 quarters. The position peaked at $15.6K in Q4 2024. 433 funds tracked by Wall St. Rank hold SSD as of Q2 2025.

  • Atala Financial reported no remaining Simpson Manufacturing position as of Q2 2025 after selling out during the quarter.
  • Atala Financial sold 94 Simpson Manufacturing shares in Q2 2025, an estimated $14.8K.
  • Atala Financial first reported a position in Simpson Manufacturing in Q4 2024 and held it in 2 quarters.
  • Atala Financial's Simpson Manufacturing position peaked at $15.6K in Q4 2024.
  • 433 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.