Carolinas Wealth Consulting’s Simpson Manufacturing SSD Stock Holding History

Carolinas Wealth Consulting’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
2025 Q2	–	Sell	-7	Closed	-$1.16K	–	821
2025 Q1	$1.16K	Sell	7 -1	-13%	-$164	﹤0.01%	896
2024 Q4	$1.23K	Buy	+8	New	+$1.47K	﹤0.01%	914
2023 Q3	–	Sell	-61	Closed	-$8.45K	–	1109
2023 Q2	$8.45K	Hold	61	–	–	﹤0.01%	615
2023 Q1	$6.69K	Hold	61	–	–	﹤0.01%	656
2022 Q4	$5.41K	Hold	61	–	–	﹤0.01%	682
2022 Q3	$5K	Hold	61	–	–	﹤0.01%	664
2022 Q2	$6K	Hold	61	–	–	﹤0.01%	642
2022 Q1	$7K	Hold	61	–	–	﹤0.01%	666
2021 Q4	$8K	Hold	61	–	–	﹤0.01%	652
2021 Q3	$7K	Hold	61	–	–	﹤0.01%	639
2021 Q2	$7K	Hold	61	–	–	﹤0.01%	665
2021 Q1	$6K	Hold	61	–	–	﹤0.01%	686
2020 Q4	$6K	Hold	61	–	–	﹤0.01%	634
2020 Q3	$6K	Buy	+61	New	+$5.79K	﹤0.01%	552

Other funds holding SSD

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Carolinas Wealth Consulting's SSD Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Simpson Manufacturing (SSD) in Q2 2025, closing a stake of 7 shares — an estimated $1.16K sold.

Carolinas Wealth Consulting first reported a position in SSD in Q3 2020 and held it in 14 quarters. The position peaked at $8.45K in Q2 2023. 433 funds tracked by Wall St. Rank hold SSD as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Simpson Manufacturing position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 7 Simpson Manufacturing shares in Q2 2025, an estimated $1.16K.
Carolinas Wealth Consulting first reported a position in Simpson Manufacturing in Q3 2020 and held it in 14 quarters.
Carolinas Wealth Consulting's Simpson Manufacturing position peaked at $8.45K in Q2 2023.
433 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.