Next Financial Group’s Simpson Manufacturing SSD Stock Holding History

Next Financial Group’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
2021 Q4	$21K	Buy	155 +97	+167%	+$11.7K	﹤0.01%	1867
2021 Q3	$6K	Buy	58 +21	+57%	+$2.32K	﹤0.01%	2215
2021 Q2	$5K	Buy	37 +5	+16%	+$552	﹤0.01%	2213
2021 Q1	$3K	Hold	32	–	–	﹤0.01%	2254
2020 Q4	$3K	Hold	32	–	–	﹤0.01%	2131
2020 Q3	$3K	Buy	+32	New	+$3.04K	﹤0.01%	1988
2020 Q1	–	Sell	-1,816	Closed	-$146K	–	2385
2019 Q4	$146K	Buy	+1,816	New	+$142K	0.02%	808

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

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

Next Financial Group's SSD Position: Q4 2021 in Review

Next Financial Group increased its Simpson Manufacturing (SSD) stake by 167% in Q4 2021, buying an estimated $11.7K and bringing the position to 155 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #1867.

Next Financial Group first reported a position in SSD in Q4 2019 and has held it in 7 quarters since. The position peaked at $146K in Q4 2019. 302 funds tracked by Wall St. Rank hold SSD as of Q4 2021.

Next Financial Group held 155 shares of Simpson Manufacturing worth $21K as of Q4 2021.
Next Financial Group bought 97 Simpson Manufacturing shares in Q4 2021, an estimated $11.7K.
Simpson Manufacturing made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1867 holding.
Next Financial Group first reported a position in Simpson Manufacturing in Q4 2019 and has held it in 7 quarters since.
Next Financial Group's Simpson Manufacturing position peaked at $146K in Q4 2019.
302 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.