Glassman Wealth Services’s Simpson Manufacturing SSD Stock Holding History

Glassman Wealth Services’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	-23	Closed	-$4.55K	–	1587
2023 Q4	$4.55K	Hold	23	–	–	﹤0.01%	1112
2023 Q3	$3.45K	Hold	23	–	–	﹤0.01%	1177
2023 Q2	$3.19K	Hold	23	–	–	﹤0.01%	1121
2023 Q1	$2.52K	Hold	23	–	–	﹤0.01%	1177
2022 Q4	$2.04K	Hold	23	–	–	﹤0.01%	1251
2022 Q3	$2K	Hold	23	–	–	﹤0.01%	1265
2022 Q2	$2K	Hold	23	–	–	﹤0.01%	1289
2022 Q1	$3K	Hold	23	–	–	﹤0.01%	1165
2021 Q4	$3K	Hold	23	–	–	﹤0.01%	1135
2021 Q3	$2K	Hold	23	–	–	﹤0.01%	1220
2021 Q2	$3K	Hold	23	–	–	﹤0.01%	1081
2021 Q1	$2K	Hold	23	–	–	﹤0.01%	1136
2020 Q4	$2K	Sell	23 -11	-32%	-$1.02K	﹤0.01%	1101
2020 Q3	$3K	Buy	34 +11	+48%	+$1.04K	﹤0.01%	926
2020 Q2	$2K	Sell	23 -5	-18%	-$369	﹤0.01%	899
2020 Q1	$2K	Buy	28 +5	+22%	+$390	﹤0.01%	752
2019 Q4	$2K	Hold	23	–	–	﹤0.01%	790
2019 Q3	$2K	Hold	23	–	–	﹤0.01%	735
2019 Q2	$2K	Hold	23	–	–	﹤0.01%	750
2019 Q1	$1K	Buy	+23	New	+$1.36K	﹤0.01%	890

Other funds holding SSD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Glassman Wealth Services's SSD Position: Q1 2024 in Review

Glassman Wealth Services sold out of Simpson Manufacturing (SSD) in Q1 2024, closing a stake of 23 shares — an estimated $4.55K sold.

Glassman Wealth Services first reported a position in SSD in Q1 2019 and held it in 20 quarters. The position peaked at $4.55K in Q4 2023. 394 funds tracked by Wall St. Rank hold SSD as of Q1 2024.

Glassman Wealth Services reported no remaining Simpson Manufacturing position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 23 Simpson Manufacturing shares in Q1 2024, an estimated $4.55K.
Glassman Wealth Services first reported a position in Simpson Manufacturing in Q1 2019 and held it in 20 quarters.
Glassman Wealth Services's Simpson Manufacturing position peaked at $4.55K in Q4 2023.
394 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.