Avantax Advisory Services’s Simpson Manufacturing SSD Stock Holding History

Avantax 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
2025 Q2	$244K	Buy	1,571 +65	+4%	+$10.1K	﹤0.01%	2068
2025 Q1	$237K	Sell	1,506 -235	-13%	-$38.6K	﹤0.01%	2000
2024 Q4	$289K	Buy	1,741 +520	+43%	+$95.2K	﹤0.01%	1803
2024 Q3	$233K	Buy	+1,221	New	+$219K	﹤0.01%	1922
2021 Q2	–	Sell	-3,272	Closed	-$338K	–	1161
2021 Q1	$338K	Buy	3,272 +122	+4%	+$12.2K	0.01%	761
2020 Q4	$294K	Sell	3,150 -477	-13%	-$44.3K	0.01%	731
2020 Q3	$354K	Buy	3,627 +477	+15%	+$45.2K	0.01%	948
2020 Q2	$267K	Buy	+3,150	New	+$232K	0.01%	688

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Avantax Advisory Services's SSD Position: Q2 2025 in Review

Avantax Advisory Services increased its Simpson Manufacturing (SSD) stake by 4.3% in Q2 2025, buying an estimated $10.1K and bringing the position to 1,571 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #2068.

Avantax Advisory Services first reported a position in SSD in Q2 2020 and has held it in 8 quarters since. The position peaked at $354K in Q3 2020. 433 funds tracked by Wall St. Rank hold SSD as of Q2 2025.

Avantax Advisory Services held 1,571 shares of Simpson Manufacturing worth $244K as of Q2 2025.
Avantax Advisory Services bought 65 Simpson Manufacturing shares in Q2 2025, an estimated $10.1K.
Simpson Manufacturing made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2068 holding.
Avantax Advisory Services first reported a position in Simpson Manufacturing in Q2 2020 and has held it in 8 quarters since.
Avantax Advisory Services's Simpson Manufacturing position peaked at $354K in Q3 2020.
433 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.