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Financial Network Wealth Advisors’s Simpson Manufacturing SSD Stock Holding History

Financial Network 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
2024
Q4 		– Sell
-17
Closed -$3.25K – 802
2024
Q3 		$3.25K Sell
17
-17
-50% -$3.05K ﹤0.01% 569
2024
Q2 		$5.86K Buy
+34
New +$5.95K ﹤0.01% 562

Other funds holding SSD

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Financial Network Wealth Advisors's SSD Position: Q4 2024 in Review

Financial Network Wealth Advisors sold out of Simpson Manufacturing (SSD) in Q4 2024, closing a stake of 17 shares — an estimated $3.25K sold.

Financial Network Wealth Advisors first reported a position in SSD in Q2 2024 and held it in 2 quarters. The position peaked at $5.86K in Q2 2024. 422 funds tracked by Wall St. Rank hold SSD as of Q4 2024.

  • Financial Network Wealth Advisors reported no remaining Simpson Manufacturing position as of Q4 2024 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 17 Simpson Manufacturing shares in Q4 2024, an estimated $3.25K.
  • Financial Network Wealth Advisors first reported a position in Simpson Manufacturing in Q2 2024 and held it in 2 quarters.
  • Financial Network Wealth Advisors's Simpson Manufacturing position peaked at $5.86K in Q2 2024.
  • 422 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q4 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.