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Focused Wealth Management’s Simpson Manufacturing SSD Stock Holding History

Focused Wealth 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
2024
Q1 		– Sell
-387
Closed -$76.6K – 867
2023
Q4 		$76.6K Buy
+387
New +$61.4K 0.01% 252

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State Street
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CCA
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Capital International Investors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
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Focused Wealth Management's SSD Position: Q1 2024 in Review

Focused Wealth Management sold out of Simpson Manufacturing (SSD) in Q1 2024, closing a stake of 387 shares — an estimated $76.6K sold.

Focused Wealth Management first reported a position in SSD in Q4 2023 and held it in 1 quarter. The position peaked at $76.6K in Q4 2023. 394 funds tracked by Wall St. Rank hold SSD as of Q1 2024.

  • Focused Wealth Management reported no remaining Simpson Manufacturing position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 387 Simpson Manufacturing shares in Q1 2024, an estimated $76.6K.
  • Focused Wealth Management first reported a position in Simpson Manufacturing in Q4 2023 and held it in 1 quarter.
  • Focused Wealth Management's Simpson Manufacturing position peaked at $76.6K in Q4 2023.
  • 394 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.