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High Net Worth Advisory Group’s Simpson Manufacturing SSD Stock Holding History

High Net Worth Advisory Group’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
Q2 		– Sell
-3,635
Closed -$746K – 223
2024
Q1 		$746K Buy
+3,635
New +$704K 0.23% 93

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

High Net Worth Advisory Group's SSD Position: Q2 2024 in Review

High Net Worth Advisory Group sold out of Simpson Manufacturing (SSD) in Q2 2024, closing a stake of 3,635 shares — an estimated $746K sold.

High Net Worth Advisory Group first reported a position in SSD in Q1 2024 and held it in 1 quarter. The position peaked at $746K in Q1 2024. 396 funds tracked by Wall St. Rank hold SSD as of Q2 2024.

  • High Net Worth Advisory Group reported no remaining Simpson Manufacturing position as of Q2 2024 after selling out during the quarter.
  • High Net Worth Advisory Group sold 3,635 Simpson Manufacturing shares in Q2 2024, an estimated $746K.
  • High Net Worth Advisory Group first reported a position in Simpson Manufacturing in Q1 2024 and held it in 1 quarter.
  • High Net Worth Advisory Group's Simpson Manufacturing position peaked at $746K in Q1 2024.
  • 396 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2024.

Based on High Net Worth Advisory Group's 13F filing for Q2 2024, filed 17 Jul 2024.