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Innealta Capital’s Simpson Manufacturing SSD Stock Holding History

Innealta Capital’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
-14
Closed -$2.36K – 1469
2024
Q2 		$2.36K Buy
+14
New +$2.45K ﹤0.01% 1045

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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
Fidelity Investments
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
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

Innealta Capital's SSD Position: Q3 2024 in Review

Innealta Capital sold out of Simpson Manufacturing (SSD) in Q3 2024, closing a stake of 14 shares — an estimated $2.36K sold.

Innealta Capital first reported a position in SSD in Q2 2024 and held it in 1 quarter. The position peaked at $2.36K in Q2 2024. 414 funds tracked by Wall St. Rank hold SSD as of Q3 2024.

  • Innealta Capital reported no remaining Simpson Manufacturing position as of Q3 2024 after selling out during the quarter.
  • Innealta Capital sold 14 Simpson Manufacturing shares in Q3 2024, an estimated $2.36K.
  • Innealta Capital first reported a position in Simpson Manufacturing in Q2 2024 and held it in 1 quarter.
  • Innealta Capital's Simpson Manufacturing position peaked at $2.36K in Q2 2024.
  • 414 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q3 2024.

Based on Innealta Capital's 13F filing for Q3 2024, filed 29 Oct 2024.