Financial Architects (New Jersey)’s Simpson Manufacturing SSD Stock Holding History

Financial Architects (New Jersey)’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
2020 Q3	–	Sell	-500	Closed	-$42K	–	702
2020 Q2	$42K	Hold	500	–	–	0.01%	450
2020 Q1	$31K	Hold	500	–	–	0.01%	445
2019 Q4	$40K	Hold	500	–	–	0.01%	463
2019 Q3	$35K	Hold	500	–	–	0.01%	496
2019 Q2	$33K	Hold	500	–	–	0.01%	599
2019 Q1	$30K	Hold	500	–	–	0.01%	763
2018 Q4	$27K	Hold	500	–	–	0.01%	722
2018 Q3	$36K	Hold	500	–	–	0.01%	746
2018 Q2	$31K	Hold	500	–	–	0.01%	697
2018 Q1	$29K	Hold	500	–	–	0.01%	791
2017 Q4	$29K	Hold	500	–	–	﹤0.01%	867
2017 Q3	$25K	Hold	500	–	–	﹤0.01%	911
2017 Q2	$22K	Hold	500	–	–	﹤0.01%	930
2017 Q1	$22K	Hold	500	–	–	﹤0.01%	919
2016 Q4	$22K	Hold	500	–	–	0.01%	819
2016 Q3	$22K	Hold	500	–	–	0.01%	823
2016 Q2	$20K	Hold	500	–	–	0.01%	787
2016 Q1	$19K	Buy	+500	New	+$16.9K	0.01%	602
2015 Q3	–	Sell	-500	Closed	-$17K	–	810
2015 Q2	$17K	Hold	500	–	–	0.01%	679
2015 Q1	$19K	Hold	500	–	–	0.01%	590
2014 Q4	$17K	Hold	500	–	–	0.01%	567
2014 Q3	$15K	Buy	+500	New	+$16.2K	0.01%	526

Other funds holding SSD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

CCA

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Financial Architects (New Jersey)'s SSD Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Simpson Manufacturing (SSD) in Q3 2020, closing a stake of 500 shares — an estimated $42K sold.

Financial Architects (New Jersey) first reported a position in SSD in Q3 2014 and held it in 22 quarters. The position peaked at $42K in Q2 2020. 274 funds tracked by Wall St. Rank hold SSD as of Q3 2020.

Financial Architects (New Jersey) reported no remaining Simpson Manufacturing position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 500 Simpson Manufacturing shares in Q3 2020, an estimated $42K.
Financial Architects (New Jersey) first reported a position in Simpson Manufacturing in Q3 2014 and held it in 22 quarters.
Financial Architects (New Jersey)'s Simpson Manufacturing position peaked at $42K in Q2 2020.
274 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.