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Laurel Wealth Advisors (California)’s Simpson Manufacturing SSD Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$254K Buy
+2,861
New +$250K 0.03% 557
2022
Q3 		– Sell
-2,265
Closed -$228K – 670
2022
Q2 		$228K Buy
2,265
+199
+10% +$20.7K 0.02% 592
2022
Q1 		$225K Sell
2,066
-187
-8% -$22.2K 0.02% 686
2021
Q4 		$313K Buy
+2,253
New +$272K 0.02% 606

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Kayne Anderson Rudnick Investment Management
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Laurel Wealth Advisors (California)'s SSD Position: Q4 2022 in Review

Laurel Wealth Advisors (California) opened a new position in Simpson Manufacturing (SSD) in Q4 2022: 2,861 shares worth $254K. The stake represents 0.03% of the portfolio and ranks #557 among its holdings. This is a return to the name: Laurel Wealth Advisors (California) previously reported a position in SSD as recently as Q2 2022.

Laurel Wealth Advisors (California) first reported a position in SSD in Q4 2021 and has held it in 4 quarters since. The position peaked at $313K in Q4 2021. 304 funds tracked by Wall St. Rank hold SSD as of Q4 2022.

  • Laurel Wealth Advisors (California) held 2,861 shares of Simpson Manufacturing worth $254K as of Q4 2022.
  • Simpson Manufacturing was a new Laurel Wealth Advisors (California) position in Q4 2022.
  • Simpson Manufacturing made up 0.03% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #557 holding.
  • Laurel Wealth Advisors (California) first reported a position in Simpson Manufacturing in Q4 2021 and has held it in 4 quarters since.
  • Laurel Wealth Advisors (California)'s Simpson Manufacturing position peaked at $313K in Q4 2021.
  • 304 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.