Congress Wealth Management’s Simpson Manufacturing SSD Stock Holding History

Congress Wealth Management’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 Q1	–	Sell	-1,450	Closed	-$240K	–	1119
2024 Q4	$240K	Sell	1,450 -275	-16%	-$50.4K	﹤0.01%	814
2024 Q3	$330K	Buy	+1,725	New	+$310K	﹤0.01%	711
2023 Q2	–	Sell	-38,127	Closed	-$4.18M	–	574
2023 Q1	$4.18M	Buy	38,127 +4,215	+12%	+$442K	0.1%	202
2022 Q4	$3.01M	Sell	33,912 -2,486	-7%	-$217K	0.08%	222
2022 Q3	$2.85M	Buy	36,398 +533	+1%	+$51.5K	0.08%	237
2022 Q2	$3.61M	Sell	35,865 -925	-3%	-$96.1K	0.09%	218
2022 Q1	$4.01M	Buy	36,790 +1,765	+5%	+$209K	0.09%	231
2021 Q4	$4.87M	Buy	+35,025	New	+$4.23M	0.1%	227

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Congress Wealth Management's SSD Position: Q1 2025 in Review

Congress Wealth Management sold out of Simpson Manufacturing (SSD) in Q1 2025, closing a stake of 1,450 shares — an estimated $240K sold.

Congress Wealth Management first reported a position in SSD in Q4 2021 and held it in 8 quarters. The position peaked at $4.87M in Q4 2021. 427 funds tracked by Wall St. Rank hold SSD as of Q1 2025.

Congress Wealth Management reported no remaining Simpson Manufacturing position as of Q1 2025 after selling out during the quarter.
Congress Wealth Management sold 1,450 Simpson Manufacturing shares in Q1 2025, an estimated $240K.
Congress Wealth Management first reported a position in Simpson Manufacturing in Q4 2021 and held it in 8 quarters.
Congress Wealth Management's Simpson Manufacturing position peaked at $4.87M in Q4 2021.
427 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2025.

Based on Congress Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.