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Institute for Wealth Management’s Simpson Manufacturing SSD Stock Holding History

Institute for Wealth 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
Q4 		– Sell
-1,852
Closed -$354K – 561
2024
Q3 		$354K Buy
+1,852
New +$333K 0.04% 371

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
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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Institute for Wealth Management's SSD Position: Q4 2024 in Review

Institute for Wealth Management sold out of Simpson Manufacturing (SSD) in Q4 2024, closing a stake of 1,852 shares — an estimated $354K sold.

Institute for Wealth Management first reported a position in SSD in Q3 2024 and held it in 1 quarter. The position peaked at $354K in Q3 2024. 422 funds tracked by Wall St. Rank hold SSD as of Q4 2024.

  • Institute for Wealth Management reported no remaining Simpson Manufacturing position as of Q4 2024 after selling out during the quarter.
  • Institute for Wealth Management sold 1,852 Simpson Manufacturing shares in Q4 2024, an estimated $354K.
  • Institute for Wealth Management first reported a position in Simpson Manufacturing in Q3 2024 and held it in 1 quarter.
  • Institute for Wealth Management's Simpson Manufacturing position peaked at $354K in Q3 2024.
  • 422 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q4 2024.

Based on Institute for Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.