Sutton Wealth Advisors’s Simpson Manufacturing SSD Stock Holding History

Sutton 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	-10	Closed	-$887	–	1467
2022 Q4	$887	Sell	10 -1	-9%	-$87	﹤0.01%	1359
2022 Q3	$862	Buy	11 +2	+22%	+$193	﹤0.01%	1334
2022 Q2	$905	Buy	+9	New	+$935	﹤0.01%	1309
2022 Q1	–	Sell	-5	Closed	-$695	–	1712
2021 Q4	$695	Buy	+5	New	+$603	﹤0.01%	1428
2020 Q4	–	Sell	-757	Closed	-$73.5K	–	1249
2020 Q3	$73.5K	Hold	757	–	–	0.04%	241
2020 Q2	$63.9K	Hold	757	–	–	0.03%	252
2020 Q1	$46.9K	Hold	757	–	–	0.03%	281
2019 Q4	$60.7K	Hold	757	–	–	0.03%	272
2019 Q3	$52.5K	Hold	757	–	–	0.03%	289
2019 Q2	$50.3K	Hold	757	–	–	0.03%	299
2019 Q1	$44.9K	Buy	757 +228	+43%	+$13.5K	0.03%	323
2018 Q4	$28.6K	Hold	529	–	–	0.02%	412
2018 Q3	$38.3K	Hold	529	–	–	0.03%	351
2018 Q2	$32.9K	Hold	529	–	–	0.02%	400
2018 Q1	$30.5K	Hold	529	–	–	0.02%	409
2017 Q4	$30.4K	Hold	529	–	–	0.02%	409
2017 Q3	$25.9K	Hold	529	–	–	0.02%	455
2017 Q2	$23.1K	Buy	529 +52	+11%	+$2.18K	0.02%	470
2017 Q1	$20.6K	Hold	477	–	–	0.02%	508
2016 Q4	$20.9K	Hold	477	–	–	0.02%	480
2016 Q3	$21K	Hold	477	–	–	0.02%	451
2016 Q2	$19.1K	Hold	477	–	–	0.02%	455
2016 Q1	$18.2K	Buy	+477	New	+$16.1K	0.02%	462

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

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

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

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

Sutton Wealth Advisors sold out of Simpson Manufacturing (SSD) in Q1 2023, closing a stake of 10 shares — an estimated $887 sold.

Sutton Wealth Advisors first reported a position in SSD in Q1 2016 and held it in 23 quarters. The position peaked at $73.5K in Q3 2020. 319 funds tracked by Wall St. Rank hold SSD as of Q1 2023.

Sutton Wealth Advisors reported no remaining Simpson Manufacturing position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 10 Simpson Manufacturing shares in Q1 2023, an estimated $887.
Sutton Wealth Advisors first reported a position in Simpson Manufacturing in Q1 2016 and held it in 23 quarters.
Sutton Wealth Advisors's Simpson Manufacturing position peaked at $73.5K in Q3 2020.
319 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.