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Belpointe Asset Management’s Simpson Manufacturing SSD Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-145
Closed -$15.9K – 3012
2023
Q1 		$15.9K Buy
145
+120
+480% +$12.6K ﹤0.01% 2445
2022
Q4 		$2.22K Buy
+25
New +$2.18K ﹤0.01% 3222

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CCA
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FMI
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Belpointe Asset Management's SSD Position: Q2 2023 in Review

Belpointe Asset Management sold out of Simpson Manufacturing (SSD) in Q2 2023, closing a stake of 145 shares — an estimated $15.9K sold.

Belpointe Asset Management first reported a position in SSD in Q4 2022 and held it in 2 quarters. The position peaked at $15.9K in Q1 2023. 326 funds tracked by Wall St. Rank hold SSD as of Q2 2023.

  • Belpointe Asset Management reported no remaining Simpson Manufacturing position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 145 Simpson Manufacturing shares in Q2 2023, an estimated $15.9K.
  • Belpointe Asset Management first reported a position in Simpson Manufacturing in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Simpson Manufacturing position peaked at $15.9K in Q1 2023.
  • 326 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.