IWA
SSD icon

Icon Wealth Advisors’s Simpson Manufacturing SSD Stock Holding History

Icon Wealth Advisors’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
2025
Q1 		– Sell
-929
Closed -$154K – 528
2024
Q4 		$154K Buy
+929
New +$170K 0.01% 423

Other funds holding SSD

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

Icon Wealth Advisors's SSD Position: Q1 2025 in Review

Icon Wealth Advisors sold out of Simpson Manufacturing (SSD) in Q1 2025, closing a stake of 929 shares — an estimated $154K sold.

Icon Wealth Advisors first reported a position in SSD in Q4 2024 and held it in 1 quarter. The position peaked at $154K in Q4 2024. 427 funds tracked by Wall St. Rank hold SSD as of Q1 2025.

  • Icon Wealth Advisors reported no remaining Simpson Manufacturing position as of Q1 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 929 Simpson Manufacturing shares in Q1 2025, an estimated $154K.
  • Icon Wealth Advisors first reported a position in Simpson Manufacturing in Q4 2024 and held it in 1 quarter.
  • Icon Wealth Advisors's Simpson Manufacturing position peaked at $154K in Q4 2024.
  • 427 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2025.

Based on Icon Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.