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Harvest Group Wealth Management’s Simpson Manufacturing SSD Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-18
Closed -$2K – 622
2020
Q4 		$2K Sell
18
-3
-14% -$279 ﹤0.01% 385
2020
Q3 		$2K Hold
21
– – ﹤0.01% 382
2020
Q2 		$1K Hold
21
– – ﹤0.01% 420
2020
Q1 		$1K Sell
21
-27
-56% -$2.11K ﹤0.01% 433
2019
Q4 		$3K Hold
48
– – ﹤0.01% 537
2019
Q3 		$3K Hold
48
– – ﹤0.01% 597
2019
Q2 		$3K Hold
48
– – ﹤0.01% 477
2019
Q1 		$3K Buy
+48
New +$2.84K ﹤0.01% 537

Other funds holding SSD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harvest Group Wealth Management's SSD Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Simpson Manufacturing (SSD) in Q1 2021, closing a stake of 18 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in SSD in Q1 2019 and held it in 8 quarters. The position peaked at $3K in Q4 2019. 302 funds tracked by Wall St. Rank hold SSD as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Simpson Manufacturing position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 18 Simpson Manufacturing shares in Q1 2021, an estimated $2K.
  • Harvest Group Wealth Management first reported a position in Simpson Manufacturing in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's Simpson Manufacturing position peaked at $3K in Q4 2019.
  • 302 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.