HSA
SSD icon

HBK Sorce Advisory’s Simpson Manufacturing SSD Stock Holding History

HBK Sorce 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
2024
Q1 		– Sell
-1,340
Closed -$265K – 628
2023
Q4 		$265K Buy
+1,340
New +$213K 0.01% 443

Other funds holding SSD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
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

HBK Sorce Advisory's SSD Position: Q1 2024 in Review

HBK Sorce Advisory sold out of Simpson Manufacturing (SSD) in Q1 2024, closing a stake of 1,340 shares — an estimated $265K sold.

HBK Sorce Advisory first reported a position in SSD in Q4 2023 and held it in 1 quarter. The position peaked at $265K in Q4 2023. 394 funds tracked by Wall St. Rank hold SSD as of Q1 2024.

  • HBK Sorce Advisory reported no remaining Simpson Manufacturing position as of Q1 2024 after selling out during the quarter.
  • HBK Sorce Advisory sold 1,340 Simpson Manufacturing shares in Q1 2024, an estimated $265K.
  • HBK Sorce Advisory first reported a position in Simpson Manufacturing in Q4 2023 and held it in 1 quarter.
  • HBK Sorce Advisory's Simpson Manufacturing position peaked at $265K in Q4 2023.
  • 394 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2024.

Based on HBK Sorce Advisory's 13F filing for Q1 2024, filed 9 May 2024.