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Gladstone Institutional Advisory’s Simpson Manufacturing SSD Stock Holding History

Gladstone Institutional Advisory’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
Q2 		– Sell
-2,248
Closed -$246K – 707
2023
Q1 		$246K Buy
+2,248
New +$236K 0.02% 572

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State Street
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Capital International Investors
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
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

Gladstone Institutional Advisory's SSD Position: Q2 2023 in Review

Gladstone Institutional Advisory sold out of Simpson Manufacturing (SSD) in Q2 2023, closing a stake of 2,248 shares — an estimated $246K sold.

Gladstone Institutional Advisory first reported a position in SSD in Q1 2023 and held it in 1 quarter. The position peaked at $246K in Q1 2023. 326 funds tracked by Wall St. Rank hold SSD as of Q2 2023.

  • Gladstone Institutional Advisory reported no remaining Simpson Manufacturing position as of Q2 2023 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 2,248 Simpson Manufacturing shares in Q2 2023, an estimated $246K.
  • Gladstone Institutional Advisory first reported a position in Simpson Manufacturing in Q1 2023 and held it in 1 quarter.
  • Gladstone Institutional Advisory's Simpson Manufacturing position peaked at $246K in Q1 2023.
  • 326 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2023.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2023, filed 10 Aug 2023.