Avion Wealth’s Simpson Manufacturing SSD Stock Holding History

Avion Wealth’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
2023 Q4	–	Sell	-3	Closed	–	–	1327
2023 Q3	$0	Buy	+3	New	+$456	﹤0.01%	1175

Other funds holding SSD

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

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

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

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avion Wealth's SSD Position: Q4 2023 in Review

Avion Wealth sold out of Simpson Manufacturing (SSD) in Q4 2023, closing a stake of 3 shares.

Avion Wealth first reported a position in SSD in Q3 2023 and held it in 1 quarter. The position peaked at $0 in Q3 2023. 383 funds tracked by Wall St. Rank hold SSD as of Q4 2023.

Avion Wealth reported no remaining Simpson Manufacturing position as of Q4 2023 after selling out during the quarter.
Avion Wealth sold 3 Simpson Manufacturing shares in Q4 2023.
Avion Wealth first reported a position in Simpson Manufacturing in Q3 2023 and held it in 1 quarter.
Avion Wealth's Simpson Manufacturing position peaked at $0 in Q3 2023.
383 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q4 2023.

Based on Avion Wealth's 13F filing for Q4 2023, filed 26 Jan 2024.