Belpointe Asset Management
SSD icon

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
2026
Q3 		– Sell
-5,733
Closed -$1.2M – 1248
2026
Q2 		$1.2M Buy
+5,733
New +$1.07M 0.04% 437
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

Other funds holding SSD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Baker Avenue Asset Management
Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Belpointe Asset Management's SSD Position: Q3 2026 in Review

Belpointe Asset Management sold out of Simpson Manufacturing (SSD) in Q3 2026, closing a stake of 5,733 shares — an estimated $1.2M sold.

Belpointe Asset Management first reported a position in SSD in Q4 2022 and held it in 3 quarters. The position peaked at $1.2M in Q2 2026. 313 funds tracked by Wall St. Rank hold SSD as of Q3 2026.

  • Belpointe Asset Management reported no remaining Simpson Manufacturing position as of Q3 2026 after selling out during the quarter.
  • Belpointe Asset Management sold 5,733 Simpson Manufacturing shares in Q3 2026, an estimated $1.2M.
  • Belpointe Asset Management first reported a position in Simpson Manufacturing in Q4 2022 and held it in 3 quarters.
  • Belpointe Asset Management's Simpson Manufacturing position peaked at $1.2M in Q2 2026.
  • 313 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.