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Bartlett & Co Wealth Management’s Simpson Manufacturing SSD Stock Holding History

Bartlett & Co 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
2022
Q3 		– Sell
-92
Closed -$9.26K – 1271
2022
Q2 		$9.26K Buy
+92
New +$9.55K ﹤0.01% 882

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CCA
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State Street
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Bartlett & Co Wealth Management's SSD Position: Q3 2022 in Review

Bartlett & Co Wealth Management sold out of Simpson Manufacturing (SSD) in Q3 2022, closing a stake of 92 shares — an estimated $9.26K sold.

Bartlett & Co Wealth Management first reported a position in SSD in Q2 2022 and held it in 1 quarter. The position peaked at $9.26K in Q2 2022. 298 funds tracked by Wall St. Rank hold SSD as of Q3 2022.

  • Bartlett & Co Wealth Management reported no remaining Simpson Manufacturing position as of Q3 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 92 Simpson Manufacturing shares in Q3 2022, an estimated $9.26K.
  • Bartlett & Co Wealth Management first reported a position in Simpson Manufacturing in Q2 2022 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Simpson Manufacturing position peaked at $9.26K in Q2 2022.
  • 298 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q3 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2022, filed 14 Feb 2024.