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JOYN Advisors’s Simpson Manufacturing SSD Stock Holding History

JOYN Advisors’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
2019
Q1 		– Sell
-537
Closed -$29K – 1223
2018
Q4 		$29K Sell
537
-336
-38% -$19.7K 0.01% 526
2018
Q3 		$63K Sell
873
-123
-12% -$8.72K 0.01% 338
2018
Q2 		$62K Sell
996
-954
-49% -$58K 0.01% 338
2018
Q1 		$112K Buy
+1,950
New +$113K 0.02% 236

Other funds holding SSD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JOYN Advisors's SSD Position: Q1 2019 in Review

JOYN Advisors sold out of Simpson Manufacturing (SSD) in Q1 2019, closing a stake of 537 shares — an estimated $29K sold.

JOYN Advisors first reported a position in SSD in Q1 2018 and held it in 4 quarters. The position peaked at $112K in Q1 2018. 233 funds tracked by Wall St. Rank hold SSD as of Q1 2019.

  • JOYN Advisors reported no remaining Simpson Manufacturing position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 537 Simpson Manufacturing shares in Q1 2019, an estimated $29K.
  • JOYN Advisors first reported a position in Simpson Manufacturing in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Simpson Manufacturing position peaked at $112K in Q1 2018.
  • 233 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.