IF
SSD icon

Ironwood Financial’s Simpson Manufacturing SSD Stock Holding History

Ironwood Financial’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
Q2 		– Sell
-1,000
Closed -$205K – 153
2024
Q1 		$205K Buy
+1,000
New +$194K 0.05% 144
2021
Q4 		– Sell
-1,000
Closed -$107K – 479
2021
Q3 		$107K Hold
1,000
– – 0.03% 136
2021
Q2 		$110K Hold
1,000
– – 0.03% 133
2021
Q1 		$104K Hold
1,000
– – 0.03% 126
2020
Q4 		$93K Buy
+1,000
New +$92.9K 0.03% 130

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
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Ironwood Financial's SSD Position: Q2 2024 in Review

Ironwood Financial sold out of Simpson Manufacturing (SSD) in Q2 2024, closing a stake of 1,000 shares — an estimated $205K sold.

Ironwood Financial first reported a position in SSD in Q4 2020 and held it in 5 quarters. The position peaked at $205K in Q1 2024. 396 funds tracked by Wall St. Rank hold SSD as of Q2 2024.

  • Ironwood Financial reported no remaining Simpson Manufacturing position as of Q2 2024 after selling out during the quarter.
  • Ironwood Financial sold 1,000 Simpson Manufacturing shares in Q2 2024, an estimated $205K.
  • Ironwood Financial first reported a position in Simpson Manufacturing in Q4 2020 and held it in 5 quarters.
  • Ironwood Financial's Simpson Manufacturing position peaked at $205K in Q1 2024.
  • 396 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2024.

Based on Ironwood Financial's 13F filing for Q2 2024, filed 19 Jul 2024.