Marks Group Wealth Management’s Simpson Manufacturing SSD Stock Holding History

Marks Group 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
2023 Q1	–	Sell	-63,497	Closed	-$5.63M	–	290
2022 Q4	$5.63M	Buy	63,497 +972	+2%	+$84.9K	0.77%	58
2022 Q3	$4.9M	Buy	62,525 +6,194	+11%	+$599K	0.75%	58
2022 Q2	$5.67M	Buy	56,331 +5,324	+10%	+$553K	0.82%	45
2022 Q1	$5.56M	Buy	51,007 +23,486	+85%	+$2.78M	0.7%	62
2021 Q4	$3.83M	Buy	+27,521	New	+$3.32M	0.47%	79

Other funds holding SSD

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Marks Group Wealth Management's SSD Position: Q1 2023 in Review

Marks Group Wealth Management sold out of Simpson Manufacturing (SSD) in Q1 2023, closing a stake of 63,497 shares — an estimated $5.63M sold.

Marks Group Wealth Management first reported a position in SSD in Q4 2021 and held it in 5 quarters. The position peaked at $5.67M in Q2 2022. 319 funds tracked by Wall St. Rank hold SSD as of Q1 2023.

Marks Group Wealth Management reported no remaining Simpson Manufacturing position as of Q1 2023 after selling out during the quarter.
Marks Group Wealth Management sold 63,497 Simpson Manufacturing shares in Q1 2023, an estimated $5.63M.
Marks Group Wealth Management first reported a position in Simpson Manufacturing in Q4 2021 and held it in 5 quarters.
Marks Group Wealth Management's Simpson Manufacturing position peaked at $5.67M in Q2 2022.
319 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2023.

Based on Marks Group Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.