Avior Wealth Management’s Simpson Manufacturing SSD Stock Holding History

Avior 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
2025 Q1	–	Sell	-25	Closed	-$4.14K	–	2116
2024 Q4	$4.14K	Buy	25 +3	+14%	+$549	﹤0.01%	1927
2024 Q3	$4.21K	Sell	22 -2	-8%	-$359	﹤0.01%	1835
2024 Q2	$4.04K	Sell	24 -54	-69%	-$9.45K	﹤0.01%	1783
2024 Q1	$16K	Buy	78 +28	+56%	+$5.42K	﹤0.01%	1700
2023 Q4	$9.9K	Hold	50	–	–	﹤0.01%	992
2023 Q3	$7.49K	Hold	50	–	–	﹤0.01%	1085
2023 Q2	$6.92K	Buy	50 +9	+22%	+$1.11K	﹤0.01%	1089
2023 Q1	$4.5K	Buy	+41	New	+$4.3K	﹤0.01%	1232

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

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

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Avior Wealth Management's SSD Position: Q1 2025 in Review

Avior Wealth Management sold out of Simpson Manufacturing (SSD) in Q1 2025, closing a stake of 25 shares — an estimated $4.14K sold.

Avior Wealth Management first reported a position in SSD in Q1 2023 and held it in 8 quarters. The position peaked at $16K in Q1 2024. 427 funds tracked by Wall St. Rank hold SSD as of Q1 2025.

Avior Wealth Management reported no remaining Simpson Manufacturing position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 25 Simpson Manufacturing shares in Q1 2025, an estimated $4.14K.
Avior Wealth Management first reported a position in Simpson Manufacturing in Q1 2023 and held it in 8 quarters.
Avior Wealth Management's Simpson Manufacturing position peaked at $16K in Q1 2024.
427 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.