Financial Advocates Investment Management’s Simpson Manufacturing SSD Stock Holding History

Financial Advocates Investment 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 Q2	–	Sell	-2,450	Closed	-$385K	–	763
2025 Q1	$385K	Buy	2,450 +31	+1%	+$5.09K	0.03%	493
2024 Q4	$401K	Buy	+2,419	New	+$443K	0.02%	524
2024 Q2	–	Sell	-1,601	Closed	-$329K	–	818
2024 Q1	$329K	Hold	1,601	–	–	0.02%	560
2023 Q4	$317K	Buy	1,601 +142	+10%	+$22.5K	0.02%	540
2023 Q3	$219K	Buy	1,459 +1	+0.1%	+$152	0.02%	629
2023 Q2	$202K	Buy	+1,458	New	+$179K	0.01%	647

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Financial Advocates Investment Management's SSD Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of Simpson Manufacturing (SSD) in Q2 2025, closing a stake of 2,450 shares — an estimated $385K sold.

Financial Advocates Investment Management first reported a position in SSD in Q2 2023 and held it in 6 quarters. The position peaked at $401K in Q4 2024. 433 funds tracked by Wall St. Rank hold SSD as of Q2 2025.

Financial Advocates Investment Management reported no remaining Simpson Manufacturing position as of Q2 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 2,450 Simpson Manufacturing shares in Q2 2025, an estimated $385K.
Financial Advocates Investment Management first reported a position in Simpson Manufacturing in Q2 2023 and held it in 6 quarters.
Financial Advocates Investment Management's Simpson Manufacturing position peaked at $401K in Q4 2024.
433 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.