Sound Income Strategies’s Simpson Manufacturing SSD Stock Holding History

Sound Income Strategies’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 Q3	–	Sell	-31	Closed	-$4.29K	–	1224
2023 Q2	$4.29K	Buy	+31	New	+$3.81K	﹤0.01%	764
2021 Q2	–	Sell	-5	Closed	-$519	–	1033
2021 Q1	$519	Buy	+5	New	+$501	﹤0.01%	881
2019 Q1	–	Sell	-5	Closed	–	–	784
2018 Q4	$0	Hold	5	–	–	﹤0.01%	793
2018 Q3	$0	Buy	+5	New	+$354	﹤0.01%	844

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Sound Income Strategies's SSD Position: Q3 2023 in Review

Sound Income Strategies sold out of Simpson Manufacturing (SSD) in Q3 2023, closing a stake of 31 shares — an estimated $4.29K sold.

Sound Income Strategies first reported a position in SSD in Q3 2018 and held it in 4 quarters. The position peaked at $4.29K in Q2 2023. 361 funds tracked by Wall St. Rank hold SSD as of Q3 2023.

Sound Income Strategies reported no remaining Simpson Manufacturing position as of Q3 2023 after selling out during the quarter.
Sound Income Strategies sold 31 Simpson Manufacturing shares in Q3 2023, an estimated $4.29K.
Sound Income Strategies first reported a position in Simpson Manufacturing in Q3 2018 and held it in 4 quarters.
Sound Income Strategies's Simpson Manufacturing position peaked at $4.29K in Q2 2023.
361 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q3 2023.

Based on Sound Income Strategies's 13F filing for Q3 2023, filed 12 Oct 2023.