SWS
SSD icon

SYSTM Wealth Solutions’s Simpson Manufacturing SSD Stock Holding History

SYSTM Wealth Solutions’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
-93
Closed -$15.7K – 552
2024
Q2 		$15.7K Hold
93
– – ﹤0.01% 404
2024
Q1 		$19.1K Buy
93
+10
+12% +$1.94K ﹤0.01% 701
2023
Q4 		$16.4K Buy
+83
New +$13.2K ﹤0.01% 757

Other funds holding SSD

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

SYSTM Wealth Solutions's SSD Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Simpson Manufacturing (SSD) in Q3 2024, closing a stake of 93 shares — an estimated $15.7K sold.

SYSTM Wealth Solutions first reported a position in SSD in Q4 2023 and held it in 3 quarters. The position peaked at $19.1K in Q1 2024. 414 funds tracked by Wall St. Rank hold SSD as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Simpson Manufacturing position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 93 Simpson Manufacturing shares in Q3 2024, an estimated $15.7K.
  • SYSTM Wealth Solutions first reported a position in Simpson Manufacturing in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Simpson Manufacturing position peaked at $19.1K in Q1 2024.
  • 414 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.