BRWA
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B. Riley Wealth Advisors’s Simpson Manufacturing SSD Stock Holding History

B. Riley Wealth Advisors’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
Q4 		– Sell
-1,436
Closed -$275K – 1274
2024
Q3 		$275K Sell
1,436
-585
-29% -$105K 0.01% 1000
2024
Q2 		$341K Sell
2,021
-1,322
-40% -$231K 0.01% 967
2024
Q1 		$501K Buy
3,343
+1,447
+76% +$280K 0.01% 790
2023
Q4 		$375K Sell
1,896
-1,447
-43% -$230K 0.01% 953
2023
Q3 		$501K Buy
3,343
+1,430
+75% +$217K 0.01% 790
2023
Q2 		$265K Buy
1,913
+31
+2% +$3.81K 0.01% 1193
2023
Q1 		$206K Buy
+1,882
New +$197K 0.01% 1280

Other funds holding SSD

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

B. Riley Wealth Advisors's SSD Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of Simpson Manufacturing (SSD) in Q4 2024, closing a stake of 1,436 shares — an estimated $275K sold.

B. Riley Wealth Advisors first reported a position in SSD in Q1 2023 and held it in 7 quarters. The position peaked at $501K in Q1 2024. 422 funds tracked by Wall St. Rank hold SSD as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining Simpson Manufacturing position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,436 Simpson Manufacturing shares in Q4 2024, an estimated $275K.
  • B. Riley Wealth Advisors first reported a position in Simpson Manufacturing in Q1 2023 and held it in 7 quarters.
  • B. Riley Wealth Advisors's Simpson Manufacturing position peaked at $501K in Q1 2024.
  • 422 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.