Financial Gravity Asset Management’s Simpson Manufacturing SSD Stock Holding History

Financial Gravity Asset 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
2023 Q1	–	Sell	-89	Closed	-$111	–	1604
2022 Q4	$111	Buy	+89	New	+$7.78K	﹤0.01%	1091
2020 Q2	–	Sell	-7	Closed	-$462	–	786
2020 Q1	$462	Buy	7 +3	+75%	+$234	﹤0.01%	571
2019 Q4	$80K	Buy	+4	New	+$312	0.06%	423

Other funds holding SSD

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

CCA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

FMI

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

Financial Gravity Asset Management's SSD Position: Q1 2023 in Review

Financial Gravity Asset Management sold out of Simpson Manufacturing (SSD) in Q1 2023, closing a stake of 89 shares — an estimated $111 sold.

Financial Gravity Asset Management first reported a position in SSD in Q4 2019 and held it in 3 quarters. The position peaked at $80K in Q4 2019. 319 funds tracked by Wall St. Rank hold SSD as of Q1 2023.

Financial Gravity Asset Management reported no remaining Simpson Manufacturing position as of Q1 2023 after selling out during the quarter.
Financial Gravity Asset Management sold 89 Simpson Manufacturing shares in Q1 2023, an estimated $111.
Financial Gravity Asset Management first reported a position in Simpson Manufacturing in Q4 2019 and held it in 3 quarters.
Financial Gravity Asset Management's Simpson Manufacturing position peaked at $80K in Q4 2019.
319 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2023.

Based on Financial Gravity Asset Management's 13F filing for Q1 2023, filed 12 May 2023.