Legacy Wealth Asset Management’s Simpson Manufacturing SSD Stock Holding History

Legacy Wealth Asset 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
2022 Q3	–	Sell	-2,535	Closed	-$255K	–	358
2022 Q2	$255K	Buy	2,535 +72	+3%	+$7.48K	0.1%	254
2022 Q1	$269K	Buy	2,463 +75	+3%	+$8.89K	0.1%	262
2021 Q4	$332K	Sell	2,388 -33	-1%	-$3.98K	0.11%	252
2021 Q3	$259K	Sell	2,421 -3	-0.1%	-$332	0.12%	256
2021 Q2	$268K	Buy	2,424 +8	+0.3%	+$883	0.12%	261
2021 Q1	$251K	Sell	2,416 -915	-27%	-$91.7K	0.12%	264
2020 Q4	$311K	Buy	+3,331	New	+$309K	0.16%	227

Other funds holding SSD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Legacy Wealth Asset Management's SSD Position: Q3 2022 in Review

Legacy Wealth Asset Management sold out of Simpson Manufacturing (SSD) in Q3 2022, closing a stake of 2,535 shares — an estimated $255K sold.

Legacy Wealth Asset Management first reported a position in SSD in Q4 2020 and held it in 7 quarters. The position peaked at $332K in Q4 2021. 298 funds tracked by Wall St. Rank hold SSD as of Q3 2022.

Legacy Wealth Asset Management reported no remaining Simpson Manufacturing position as of Q3 2022 after selling out during the quarter.
Legacy Wealth Asset Management sold 2,535 Simpson Manufacturing shares in Q3 2022, an estimated $255K.
Legacy Wealth Asset Management first reported a position in Simpson Manufacturing in Q4 2020 and held it in 7 quarters.
Legacy Wealth Asset Management's Simpson Manufacturing position peaked at $332K in Q4 2021.
298 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q3 2022.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2022, filed 14 Oct 2022.