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CA
Clearstead Advisors’s
Simpson Manufacturing
SSD
Stock Holding History
Clearstead 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
2026
Q1
$2.58K
Sell
15
-142
-90%
-$26.2K
﹤0.01%
1849
2025
Q4
$25.4K
Buy
157
+14
+10%
+$2.37K
﹤0.01%
1639
2025
Q3
$23.9K
Sell
143
-239
-63%
-$42.8K
﹤0.01%
1562
2025
Q2
$59.3K
Buy
382
+17
+5%
+$2.63K
﹤0.01%
1236
2025
Q1
$57.3K
Sell
365
-27
-7%
-$4.43K
﹤0.01%
1141
2024
Q4
$65K
Hold
392
–
–
﹤0.01%
1108
2024
Q3
$75K
Buy
392
+292
+292%
+$52.4K
﹤0.01%
1106
2024
Q2
$16.9K
Buy
+100
New
+$17.5K
﹤0.01%
1422
2022
Q2
–
Sell
-25
Closed
-$3K
–
1440
2022
Q1
$3K
Buy
+25
New
+$2.96K
﹤0.01%
1161
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
VPM
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$1.91T AUM
VCM
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$4.04T AUM
VH
ValueAct Holdings
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$5.71B AUM
7.41%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
BAAM
Baker Avenue Asset Management
San Francisco, California
$4.39B AUM
26.6%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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