FourThought Financial Partners’s Simpson Manufacturing SSD Stock Holding History

FourThought Financial Partners’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	-3,973	Closed	-$624K	–	334
2025 Q1	$624K	Buy	3,973 +210	+6%	+$34.5K	0.07%	161
2024 Q4	$624K	Sell	3,763 -79	-2%	-$14.5K	0.06%	168
2024 Q3	$735K	Buy	3,842 +72	+2%	+$12.9K	0.09%	120
2024 Q2	$635K	Buy	3,770 +146	+4%	+$25.6K	0.08%	132
2024 Q1	$743K	Buy	3,624 +138	+4%	+$26.7K	0.09%	162
2023 Q4	$690K	Sell	3,486 -103	-3%	-$16.3K	0.09%	159
2023 Q3	$538K	Sell	3,589 -291	-8%	-$44.3K	0.08%	177
2023 Q2	$538K	Buy	3,880 +32	+0.8%	+$3.93K	0.07%	180
2023 Q1	$422K	Sell	3,848 -108	-3%	-$11.3K	0.06%	205
2022 Q4	$351K	Buy	+3,956	New	+$346K	0.05%	233

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return

CCA

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

BAAM

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

FourThought Financial Partners's SSD Position: Q2 2025 in Review

FourThought Financial Partners sold out of Simpson Manufacturing (SSD) in Q2 2025, closing a stake of 3,973 shares — an estimated $624K sold.

FourThought Financial Partners first reported a position in SSD in Q4 2022 and held it in 10 quarters. The position peaked at $743K in Q1 2024. 433 funds tracked by Wall St. Rank hold SSD as of Q2 2025.

FourThought Financial Partners reported no remaining Simpson Manufacturing position as of Q2 2025 after selling out during the quarter.
FourThought Financial Partners sold 3,973 Simpson Manufacturing shares in Q2 2025, an estimated $624K.
FourThought Financial Partners first reported a position in Simpson Manufacturing in Q4 2022 and held it in 10 quarters.
FourThought Financial Partners's Simpson Manufacturing position peaked at $743K in Q1 2024.
433 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2025.

Based on FourThought Financial Partners's 13F filing for Q2 2025, filed 12 Aug 2025.