SkyOak Wealth’s Simpson Manufacturing SSD Stock Holding History

SkyOak Wealth’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
2024 Q3	–	Sell	-1,607	Closed	-$271K	–	262
2024 Q2	$271K	Sell	1,607 -416	-21%	-$72.8K	0.06%	191
2024 Q1	$415K	Sell	2,023 -150	-7%	-$29.1K	0.1%	141
2023 Q4	$430K	Sell	2,173 -46	-2%	-$7.3K	0.11%	134
2023 Q3	$332K	Sell	2,219 -299	-12%	-$45.5K	0.1%	149
2023 Q2	$349K	Buy	2,518 +114	+5%	+$14K	0.1%	150
2023 Q1	$264K	Buy	+2,404	New	+$252K	0.08%	178

Other funds holding SSD

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

SkyOak Wealth's SSD Position: Q3 2024 in Review

SkyOak Wealth sold out of Simpson Manufacturing (SSD) in Q3 2024, closing a stake of 1,607 shares — an estimated $271K sold.

SkyOak Wealth first reported a position in SSD in Q1 2023 and held it in 6 quarters. The position peaked at $430K in Q4 2023. 414 funds tracked by Wall St. Rank hold SSD as of Q3 2024.

SkyOak Wealth reported no remaining Simpson Manufacturing position as of Q3 2024 after selling out during the quarter.
SkyOak Wealth sold 1,607 Simpson Manufacturing shares in Q3 2024, an estimated $271K.
SkyOak Wealth first reported a position in Simpson Manufacturing in Q1 2023 and held it in 6 quarters.
SkyOak Wealth's Simpson Manufacturing position peaked at $430K in Q4 2023.
414 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q3 2024.

Based on SkyOak Wealth's 13F filing for Q3 2024, filed 4 Nov 2024.