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Stratos Wealth Partners’s Simpson Manufacturing SSD Stock Holding History

Stratos Wealth Partners’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
2025
Q2 		– Sell
-2,044
Closed -$321K – 1480
2025
Q1 		$321K Sell
2,044
-1,134
-36% -$186K ﹤0.01% 1058
2024
Q4 		$527K Buy
3,178
+184
+6% +$33.7K 0.01% 919
2024
Q3 		$573K Buy
2,994
+260
+10% +$46.7K 0.01% 887
2024
Q2 		$461K Buy
2,734
+855
+46% +$150K 0.01% 933
2024
Q1 		$386K Buy
1,879
+341
+22% +$66.1K 0.01% 998
2023
Q4 		$304K Buy
+1,538
New +$244K 0.01% 1074
2018
Q4 		– Sell
-26
Closed -$2K – 2281
2018
Q3 		$2K Buy
+26
New +$1.84K ﹤0.01% 2740

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Morgan Stanley
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VH
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State Street
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
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

Stratos Wealth Partners's SSD Position: Q2 2025 in Review

Stratos Wealth Partners sold out of Simpson Manufacturing (SSD) in Q2 2025, closing a stake of 2,044 shares — an estimated $321K sold.

Stratos Wealth Partners first reported a position in SSD in Q3 2018 and held it in 7 quarters. The position peaked at $573K in Q3 2024. 433 funds tracked by Wall St. Rank hold SSD as of Q2 2025.

  • Stratos Wealth Partners reported no remaining Simpson Manufacturing position as of Q2 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 2,044 Simpson Manufacturing shares in Q2 2025, an estimated $321K.
  • Stratos Wealth Partners first reported a position in Simpson Manufacturing in Q3 2018 and held it in 7 quarters.
  • Stratos Wealth Partners's Simpson Manufacturing position peaked at $573K in Q3 2024.
  • 433 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2025.

Based on Stratos Wealth Partners's 13F filing for Q2 2025, filed 29 Jul 2025.