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BDO Wealth Advisors’s Simpson Manufacturing SSD Stock Holding History

BDO 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
2021
Q2 		– Sell
-17
Closed -$2K – 1203
2021
Q1 		$2K Hold
17
– – ﹤0.01% 1016
2020
Q4 		$2K Hold
17
– – ﹤0.01% 792
2020
Q3 		$2K Buy
+17
New +$1.61K ﹤0.01% 714

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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BDO Wealth Advisors's SSD Position: Q2 2021 in Review

BDO Wealth Advisors sold out of Simpson Manufacturing (SSD) in Q2 2021, closing a stake of 17 shares — an estimated $2K sold.

BDO Wealth Advisors first reported a position in SSD in Q3 2020 and held it in 3 quarters. The position peaked at $2K in Q1 2021. 288 funds tracked by Wall St. Rank hold SSD as of Q2 2021.

  • BDO Wealth Advisors reported no remaining Simpson Manufacturing position as of Q2 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 17 Simpson Manufacturing shares in Q2 2021, an estimated $2K.
  • BDO Wealth Advisors first reported a position in Simpson Manufacturing in Q3 2020 and held it in 3 quarters.
  • BDO Wealth Advisors's Simpson Manufacturing position peaked at $2K in Q1 2021.
  • 288 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2021.

Based on BDO Wealth Advisors's 13F filing for Q2 2021, filed 3 Sep 2021.