JP Morgan Private Wealth Advisors’s Simpson Manufacturing SSD Stock Holding History

JP Morgan Private Wealth 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
2023 Q3	$975K	Sell	6,509 -151	-2%	-$23K	﹤0.01%	986
2023 Q2	$922K	Sell	6,660 -3,068	-32%	-$377K	﹤0.01%	790
2023 Q1	$1.07M	Buy	9,728 +3,241	+50%	+$340K	﹤0.01%	1133
2022 Q4	$575K	Buy	6,487 +2,845	+78%	+$249K	﹤0.01%	1410
2022 Q3	$286K	Buy	3,642 +870	+31%	+$84.1K	﹤0.01%	1669
2022 Q2	$279K	Buy	+2,772	New	+$288K	﹤0.01%	1690

Other funds holding SSD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SSD Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Simpson Manufacturing (SSD) stake by 2.3% in Q3 2023, selling an estimated $23K and leaving 6,509 shares worth $975K. The position accounts for ﹤0.01% of the portfolio, ranked #986.

JP Morgan Private Wealth Advisors first reported a position in SSD in Q2 2022 and has held it in 6 quarters since. The position peaked at $1.07M in Q1 2023. 361 funds tracked by Wall St. Rank hold SSD as of Q3 2023.

JP Morgan Private Wealth Advisors held 6,509 shares of Simpson Manufacturing worth $975K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 151 Simpson Manufacturing shares in Q3 2023, an estimated $23K.
Simpson Manufacturing made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #986 holding.
JP Morgan Private Wealth Advisors first reported a position in Simpson Manufacturing in Q2 2022 and has held it in 6 quarters since.
JP Morgan Private Wealth Advisors's Simpson Manufacturing position peaked at $1.07M in Q1 2023.
361 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.