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Burt Wealth Advisors’s Simpson Manufacturing SSD Stock Holding History

Burt 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
Q1 		– Sell
-100
Closed -$9K – 318
2020
Q4 		$9K Buy
+100
New +$9.29K ﹤0.01% 288

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CCA
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State Street
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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Burt Wealth Advisors's SSD Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Simpson Manufacturing (SSD) in Q1 2021, closing a stake of 100 shares — an estimated $9K sold.

Burt Wealth Advisors first reported a position in SSD in Q4 2020 and held it in 1 quarter. The position peaked at $9K in Q4 2020. 302 funds tracked by Wall St. Rank hold SSD as of Q1 2021.

  • Burt Wealth Advisors reported no remaining Simpson Manufacturing position as of Q1 2021 after selling out during the quarter.
  • Burt Wealth Advisors sold 100 Simpson Manufacturing shares in Q1 2021, an estimated $9K.
  • Burt Wealth Advisors first reported a position in Simpson Manufacturing in Q4 2020 and held it in 1 quarter.
  • Burt Wealth Advisors's Simpson Manufacturing position peaked at $9K in Q4 2020.
  • 302 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.