TCI Wealth Advisors’s Simpson Manufacturing SSD Stock Holding History

TCI 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 Q2	–	Sell	-145	Closed	-$15.9K	–	1977
2023 Q1	$15.9K	Hold	145	–	–	﹤0.01%	825
2022 Q4	$12.9K	Buy	145 +108	+292%	+$9.44K	﹤0.01%	905
2022 Q3	$3K	Buy	37 +2	+6%	+$193	﹤0.01%	1838
2022 Q2	$4K	Sell	35 -110	-76%	-$11.4K	﹤0.01%	1696
2022 Q1	$16K	Buy	145 +31	+27%	+$3.67K	﹤0.01%	812
2021 Q4	$16K	Hold	114	–	–	﹤0.01%	839
2021 Q3	$12K	Sell	114 -18	-14%	-$1.99K	﹤0.01%	995
2021 Q2	$15K	Buy	132 +53	+67%	+$5.85K	﹤0.01%	727
2021 Q1	$8K	Buy	79 +26	+49%	+$2.6K	﹤0.01%	1004
2020 Q4	$5K	Sell	53 -1,000	-95%	-$92.9K	﹤0.01%	904
2020 Q3	$102K	Hold	1,053	–	–	0.04%	205
2020 Q2	$89K	Hold	1,053	–	–	0.04%	227
2020 Q1	$65K	Buy	1,053 +53	+5%	+$4.14K	0.03%	268
2019 Q4	$80K	Hold	1,000	–	–	0.03%	298
2019 Q3	$69K	Hold	1,000	–	–	0.03%	272
2019 Q2	$66K	Buy	+1,000	New	+$63.9K	0.03%	269

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 $5.01B AUM 6.26% 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

TCI Wealth Advisors's SSD Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Simpson Manufacturing (SSD) in Q2 2023, closing a stake of 145 shares — an estimated $15.9K sold.

TCI Wealth Advisors first reported a position in SSD in Q2 2019 and held it in 16 quarters. The position peaked at $102K in Q3 2020. 326 funds tracked by Wall St. Rank hold SSD as of Q2 2023.

TCI Wealth Advisors reported no remaining Simpson Manufacturing position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 145 Simpson Manufacturing shares in Q2 2023, an estimated $15.9K.
TCI Wealth Advisors first reported a position in Simpson Manufacturing in Q2 2019 and held it in 16 quarters.
TCI Wealth Advisors's Simpson Manufacturing position peaked at $102K in Q3 2020.
326 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.