Hennion & Walsh Asset Management’s Simpson Manufacturing SSD Stock Holding History

Hennion & Walsh Asset 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
2024 Q3	–	Sell	-2,313	Closed	-$390K	–	900
2024 Q2	$390K	Sell	2,313 -216	-9%	-$37.8K	0.02%	666
2024 Q1	$519K	Sell	2,529 -28	-1%	-$5.42K	0.03%	557
2023 Q4	$506K	Sell	2,557 -53	-2%	-$8.41K	0.03%	544
2023 Q3	$391K	Sell	2,610 -41	-2%	-$6.24K	0.02%	589
2023 Q2	$367K	Sell	2,651 -28	-1%	-$3.44K	0.02%	599
2023 Q1	$294K	Buy	2,679 +284	+12%	+$29.8K	0.02%	645
2022 Q4	$212K	Buy	+2,395	New	+$209K	0.01%	719

Other funds holding SSD

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

BlackRock New York $5.72T AUM 30.48% 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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Hennion & Walsh Asset Management's SSD Position: Q3 2024 in Review

Hennion & Walsh Asset Management sold out of Simpson Manufacturing (SSD) in Q3 2024, closing a stake of 2,313 shares — an estimated $390K sold.

Hennion & Walsh Asset Management first reported a position in SSD in Q4 2022 and held it in 7 quarters. The position peaked at $519K in Q1 2024. 414 funds tracked by Wall St. Rank hold SSD as of Q3 2024.

Hennion & Walsh Asset Management reported no remaining Simpson Manufacturing position as of Q3 2024 after selling out during the quarter.
Hennion & Walsh Asset Management sold 2,313 Simpson Manufacturing shares in Q3 2024, an estimated $390K.
Hennion & Walsh Asset Management first reported a position in Simpson Manufacturing in Q4 2022 and held it in 7 quarters.
Hennion & Walsh Asset Management's Simpson Manufacturing position peaked at $519K in Q1 2024.
414 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q3 2024.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2024, filed 22 Oct 2024.