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Concord Wealth Partners’s Simpson Manufacturing SSD Stock Holding History

Concord Wealth Partners’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
2023
Q1 		– Sell
-10
Closed -$887 – 1207
2022
Q4 		$887 Buy
+10
New +$874 ﹤0.01% 1084
2022
Q3 		– Sell
-27
Closed -$3K – 1014
2022
Q2 		$3K Buy
+27
New +$2.8K ﹤0.01% 967

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Concord Wealth Partners's SSD Position: Q1 2023 in Review

Concord Wealth Partners sold out of Simpson Manufacturing (SSD) in Q1 2023, closing a stake of 10 shares — an estimated $887 sold.

Concord Wealth Partners first reported a position in SSD in Q2 2022 and held it in 2 quarters. The position peaked at $3K in Q2 2022. 319 funds tracked by Wall St. Rank hold SSD as of Q1 2023.

  • Concord Wealth Partners reported no remaining Simpson Manufacturing position as of Q1 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 10 Simpson Manufacturing shares in Q1 2023, an estimated $887.
  • Concord Wealth Partners first reported a position in Simpson Manufacturing in Q2 2022 and held it in 2 quarters.
  • Concord Wealth Partners's Simpson Manufacturing position peaked at $3K in Q2 2022.
  • 319 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.