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EWA
EverSource Wealth Advisors’s
Simpson Manufacturing
SSD
Stock Holding History
EverSource Wealth 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
$101K
Sell
587
-9
-2%
-$1.66K
﹤0.01%
1421
2025
Q4
$96.2K
Buy
596
+422
+243%
+$71.3K
﹤0.01%
1333
2025
Q3
$29.1K
Buy
174
+14
+9%
+$2.5K
﹤0.01%
2083
2025
Q2
$24.9K
Buy
160
+92
+135%
+$14.3K
﹤0.01%
2130
2025
Q1
$10.7K
Buy
68
+35
+106%
+$5.75K
﹤0.01%
2076
2024
Q4
$5.47K
Sell
33
-19
-37%
-$3.48K
﹤0.01%
2301
2024
Q3
$9.95K
Buy
52
+6
+13%
+$1.08K
﹤0.01%
1869
2024
Q2
$8.84K
Sell
46
-5
-10%
-$875
﹤0.01%
1915
2024
Q1
$8.87K
Hold
51
–
–
﹤0.01%
1755
2023
Q4
$10.1K
Buy
51
+41
+410%
+$6.5K
﹤0.01%
1552
2023
Q3
$1.5K
Hold
10
–
–
﹤0.01%
2092
2023
Q2
$1.39K
Sell
10
-2
-17%
-$246
﹤0.01%
2121
2023
Q1
$1.32K
Buy
12
+6
+100%
+$629
﹤0.01%
2052
2022
Q4
$532
Buy
+6
New
+$524
﹤0.01%
2194
Other funds holding SSD
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Los Angeles, California
$34B AUM
6.31%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
VH
ValueAct Holdings
San Francisco, California
$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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