CAAS
SSD icon

Capital Asset Advisory Services’s Simpson Manufacturing SSD Stock Holding History

Capital Asset Advisory Services’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
-10
Closed -$1K – 1389
2020
Q4 		$1K Buy
+10
New +$929 ﹤0.01% 1558

Other funds holding SSD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Asset Advisory Services's SSD Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Simpson Manufacturing (SSD) in Q1 2021, closing a stake of 10 shares — an estimated $1K sold.

Capital Asset Advisory Services first reported a position in SSD in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 302 funds tracked by Wall St. Rank hold SSD as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Simpson Manufacturing position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 10 Simpson Manufacturing shares in Q1 2021, an estimated $1K.
  • Capital Asset Advisory Services first reported a position in Simpson Manufacturing in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Simpson Manufacturing position peaked at $1K in Q4 2020.
  • 302 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.