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One Wealth Advisors’s Simpson Manufacturing SSD Stock Holding History

One Wealth 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
2023
Q1 		– Sell
-844
Closed -$74.8K – 544
2022
Q4 		$74.8K Buy
+844
New +$73.7K 0.02% 337
2019
Q2 		– Sell
-941
Closed -$56K – 428
2019
Q1 		$56K Buy
+941
New +$55.6K 0.05% 227
2018
Q4 		– Sell
-938
Closed -$68K – 422
2018
Q3 		$68K Buy
+938
New +$66.5K 0.05% 239

Other funds holding SSD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
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

One Wealth Advisors's SSD Position: Q1 2023 in Review

One Wealth Advisors sold out of Simpson Manufacturing (SSD) in Q1 2023, closing a stake of 844 shares — an estimated $74.8K sold.

One Wealth Advisors first reported a position in SSD in Q3 2018 and held it in 3 quarters. The position peaked at $74.8K in Q4 2022. 319 funds tracked by Wall St. Rank hold SSD as of Q1 2023.

  • One Wealth Advisors reported no remaining Simpson Manufacturing position as of Q1 2023 after selling out during the quarter.
  • One Wealth Advisors sold 844 Simpson Manufacturing shares in Q1 2023, an estimated $74.8K.
  • One Wealth Advisors first reported a position in Simpson Manufacturing in Q3 2018 and held it in 3 quarters.
  • One Wealth Advisors's Simpson Manufacturing position peaked at $74.8K in Q4 2022.
  • 319 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.