Janiczek Wealth Management’s Simpson Manufacturing SSD Stock Holding History

Janiczek 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
2022 Q3	–	Sell	-290	Closed	-$30K	–	1048
2022 Q2	$30K	Sell	290 -84	-22%	-$8.72K	0.01%	404
2022 Q1	$41K	Sell	374 -36	-9%	-$4.27K	0.01%	336
2021 Q4	$57K	Hold	410	–	–	0.02%	288
2021 Q3	$44K	Buy	410 +59	+17%	+$6.53K	0.02%	303
2021 Q2	$39K	Buy	351 +15	+4%	+$1.66K	0.01%	304
2021 Q1	$35K	Buy	336 +39	+13%	+$3.91K	0.01%	296
2020 Q4	$28K	Buy	+297	New	+$27.6K	0.01%	295

Other funds holding SSD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Janiczek Wealth Management's SSD Position: Q3 2022 in Review

Janiczek Wealth Management sold out of Simpson Manufacturing (SSD) in Q3 2022, closing a stake of 290 shares — an estimated $30K sold.

Janiczek Wealth Management first reported a position in SSD in Q4 2020 and held it in 7 quarters. The position peaked at $57K in Q4 2021. 298 funds tracked by Wall St. Rank hold SSD as of Q3 2022.

Janiczek Wealth Management reported no remaining Simpson Manufacturing position as of Q3 2022 after selling out during the quarter.
Janiczek Wealth Management sold 290 Simpson Manufacturing shares in Q3 2022, an estimated $30K.
Janiczek Wealth Management first reported a position in Simpson Manufacturing in Q4 2020 and held it in 7 quarters.
Janiczek Wealth Management's Simpson Manufacturing position peaked at $57K in Q4 2021.
298 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q3 2022.

Based on Janiczek Wealth Management's 13F filing for Q3 2022, filed 17 Oct 2022.