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Insight Folios’s Simpson Manufacturing SSD Stock Holding History

Insight Folios’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
2023
Q2 		– Sell
-2,708
Closed -$297K – 124
2023
Q1 		$297K Sell
2,708
-1
-0% -$105 0.13% 86
2022
Q4 		$240K Sell
2,709
-64
-2% -$5.59K 0.11% 97
2022
Q3 		$217K Sell
2,773
-1,763
-39% -$171K 0.11% 102
2022
Q2 		$456K Buy
4,536
+161
+4% +$16.7K 0.22% 50
2022
Q1 		$477K Buy
+4,375
New +$519K 0.21% 59

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Kayne Anderson Rudnick Investment Management
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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
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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Insight Folios's SSD Position: Q2 2023 in Review

Insight Folios sold out of Simpson Manufacturing (SSD) in Q2 2023, closing a stake of 2,708 shares — an estimated $297K sold.

Insight Folios first reported a position in SSD in Q1 2022 and held it in 5 quarters. The position peaked at $477K in Q1 2022. 326 funds tracked by Wall St. Rank hold SSD as of Q2 2023.

  • Insight Folios reported no remaining Simpson Manufacturing position as of Q2 2023 after selling out during the quarter.
  • Insight Folios sold 2,708 Simpson Manufacturing shares in Q2 2023, an estimated $297K.
  • Insight Folios first reported a position in Simpson Manufacturing in Q1 2022 and held it in 5 quarters.
  • Insight Folios's Simpson Manufacturing position peaked at $477K in Q1 2022.
  • 326 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2023.

Based on Insight Folios's 13F filing for Q2 2023, filed 21 Jul 2023.