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

Other funds holding SSD

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

FMI

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

Kolinsky Wealth Management's SSD Position: Q4 2024 in Review

Kolinsky Wealth Management held its Simpson Manufacturing (SSD) position steady in Q4 2024 at 4,029 shares worth $668K. The position accounts for 0.41% of the portfolio, ranked #47.

Kolinsky Wealth Management first reported a position in SSD in Q4 2021 and has held it in 13 quarters since. The position peaked at $824K in Q1 2024. 422 funds tracked by Wall St. Rank hold SSD as of Q4 2024.

Kolinsky Wealth Management held 4,029 shares of Simpson Manufacturing worth $668K as of Q4 2024.
Kolinsky Wealth Management left its Simpson Manufacturing share count unchanged in Q4 2024.
Simpson Manufacturing made up 0.41% of Kolinsky Wealth Management's portfolio in Q4 2024, its #47 holding.
Kolinsky Wealth Management first reported a position in Simpson Manufacturing in Q4 2021 and has held it in 13 quarters since.
Kolinsky Wealth Management's Simpson Manufacturing position peaked at $824K in Q1 2024.
422 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.