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LGT Financial Advisors’s Simpson Manufacturing SSD Stock Holding History

LGT Financial 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
2025
Q1 		– Sell
-105
Closed -$17.4K – 671
2024
Q4 		$17.4K Hold
105
– – 0.04% 337
2024
Q3 		$20.1K Hold
105
– – 0.05% 278
2024
Q2 		$17.7K Hold
105
– – 0.04% 330
2024
Q1 		$21.5K Hold
105
– – 0.03% 348
2023
Q4 		$20.8K Hold
105
– – 0.03% 347
2023
Q3 		$15.7K Buy
+105
New +$16K 0.02% 400

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
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
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

LGT Financial Advisors's SSD Position: Q1 2025 in Review

LGT Financial Advisors sold out of Simpson Manufacturing (SSD) in Q1 2025, closing a stake of 105 shares — an estimated $17.4K sold.

LGT Financial Advisors first reported a position in SSD in Q3 2023 and held it in 6 quarters. The position peaked at $21.5K in Q1 2024. 427 funds tracked by Wall St. Rank hold SSD as of Q1 2025.

  • LGT Financial Advisors reported no remaining Simpson Manufacturing position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 105 Simpson Manufacturing shares in Q1 2025, an estimated $17.4K.
  • LGT Financial Advisors first reported a position in Simpson Manufacturing in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Simpson Manufacturing position peaked at $21.5K in Q1 2024.
  • 427 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.