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KWM
Kolinsky Wealth Management’s
Simpson Manufacturing
SSD
Stock Holding History
Kolinsky 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
2024
Q4
$668K
Hold
4,029
–
–
0.41%
47
2024
Q3
$771K
Buy
4,029
+9
+0.2%
+$1.62K
0.5%
35
2024
Q2
$677K
Buy
4,020
+2
+0%
+$350
0.49%
39
2024
Q1
$824K
Buy
4,018
+4
+0.1%
+$775
0.63%
28
2023
Q4
$795K
Sell
4,014
-61
-1%
-$9.68K
0.7%
23
2023
Q3
$610K
Buy
4,075
+45
+1%
+$6.84K
0.61%
30
2023
Q2
$563K
Buy
4,030
+267
+7%
+$32.8K
0.53%
32
2023
Q1
$413K
Buy
3,763
+11
+0.3%
+$1.15K
0.44%
48
2022
Q4
$333K
Buy
3,752
+860
+30%
+$75.1K
0.38%
70
2022
Q3
$227K
Buy
2,892
+15
+0.5%
+$1.45K
0.28%
100
2022
Q2
$289K
Hold
2,877
–
–
0.34%
74
2022
Q1
$314K
Sell
2,877
-513
-15%
-$60.8K
0.31%
73
2021
Q4
$471K
Buy
+3,390
New
+$409K
0.44%
42
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1-Year Est. Return
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1-Year Est. Return
Fidelity Investments
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$1.9T AUM
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1-Year Est. Return
BAAM
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$4.39B AUM
26.6%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
CCA
Conestoga Capital Advisors
Wayne, Pennsylvania
$5.01B AUM
6.26%
1-Year Est. Return
FMI
Fiduciary Management Inc
Milwaukee, Wisconsin
$8.06B AUM
6.78%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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