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Garrett Wealth Advisory Group’s Simpson Manufacturing SSD Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-65
Closed -$4.51K – 560
2019
Q3 		$4.51K Buy
+65
New +$4.22K ﹤0.01% 393

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Kayne Anderson Rudnick Investment Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Garrett Wealth Advisory Group's SSD Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Simpson Manufacturing (SSD) in Q4 2019, closing a stake of 65 shares — an estimated $4.51K sold.

Garrett Wealth Advisory Group first reported a position in SSD in Q3 2019 and held it in 1 quarter. The position peaked at $4.51K in Q3 2019. 262 funds tracked by Wall St. Rank hold SSD as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Simpson Manufacturing position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 65 Simpson Manufacturing shares in Q4 2019, an estimated $4.51K.
  • Garrett Wealth Advisory Group first reported a position in Simpson Manufacturing in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Simpson Manufacturing position peaked at $4.51K in Q3 2019.
  • 262 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.