IP
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Intellectus Partners’s Simpson Manufacturing SSD Stock Holding History

Intellectus Partners’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
-1,275
Closed -$244K – 288
2024
Q3 		$244K Hold
1,275
– – 0.06% 236
2024
Q2 		$215K Hold
1,275
– – 0.06% 240
2024
Q1 		$262K Hold
1,275
– – 0.07% 222
2023
Q4 		$252K Buy
+1,275
New +$202K 0.07% 219

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Intellectus Partners's SSD Position: Q4 2024 in Review

Intellectus Partners sold out of Simpson Manufacturing (SSD) in Q4 2024, closing a stake of 1,275 shares — an estimated $244K sold.

Intellectus Partners first reported a position in SSD in Q4 2023 and held it in 4 quarters. The position peaked at $262K in Q1 2024. 422 funds tracked by Wall St. Rank hold SSD as of Q4 2024.

  • Intellectus Partners reported no remaining Simpson Manufacturing position as of Q4 2024 after selling out during the quarter.
  • Intellectus Partners sold 1,275 Simpson Manufacturing shares in Q4 2024, an estimated $244K.
  • Intellectus Partners first reported a position in Simpson Manufacturing in Q4 2023 and held it in 4 quarters.
  • Intellectus Partners's Simpson Manufacturing position peaked at $262K in Q1 2024.
  • 422 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q4 2024.

Based on Intellectus Partners's 13F filing for Q4 2024, filed 7 Feb 2025.