Patriot Financial Group Insurance Agency’s Simpson Manufacturing SSD Stock Holding History

Patriot Financial Group Insurance Agency’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	-156	Closed	-$16K	–	1759
2022 Q2	$16K	Sell	156 -30	-16%	-$3.12K	﹤0.01%	1090
2022 Q1	$20K	Sell	186 -26	-12%	-$3.08K	﹤0.01%	1097
2021 Q4	$29K	Buy	212 +2	+1%	+$241	﹤0.01%	1070
2021 Q3	$22K	Buy	210 +30	+17%	+$3.32K	﹤0.01%	1179
2021 Q2	$20K	Hold	180	–	–	﹤0.01%	1183
2021 Q1	$19K	Sell	180 -41	-19%	-$4.11K	﹤0.01%	1124
2020 Q4	$21K	Hold	221	–	–	0.01%	954
2020 Q3	$21K	Hold	221	–	–	0.01%	785
2020 Q2	$19K	Hold	221	–	–	0.01%	768
2020 Q1	$14K	Buy	+221	New	+$17.3K	0.01%	760

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 $4.6B AUM 16.08% 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

Patriot Financial Group Insurance Agency's SSD Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Simpson Manufacturing (SSD) in Q3 2022, closing a stake of 156 shares — an estimated $16K sold.

Patriot Financial Group Insurance Agency first reported a position in SSD in Q1 2020 and held it in 10 quarters. The position peaked at $29K in Q4 2021. 298 funds tracked by Wall St. Rank hold SSD as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Simpson Manufacturing position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 156 Simpson Manufacturing shares in Q3 2022, an estimated $16K.
Patriot Financial Group Insurance Agency first reported a position in Simpson Manufacturing in Q1 2020 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's Simpson Manufacturing position peaked at $29K in Q4 2021.
298 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.