TD Private Client Wealth’s Simpson Manufacturing SSD Stock Holding History

TD Private Client Wealth’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 Q1	–	Sell	-27	Closed	-$4.48K	–	1471
2024 Q4	$4.48K	Buy	27 +21	+350%	+$3.85K	﹤0.01%	1111
2024 Q3	$1.15K	Buy	6 +3	+100%	+$539	﹤0.01%	1230
2024 Q2	$506	Buy	+3	New	+$525	﹤0.01%	1187

Other funds holding SSD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

BAAM

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

TD Private Client Wealth's SSD Position: Q1 2025 in Review

TD Private Client Wealth sold out of Simpson Manufacturing (SSD) in Q1 2025, closing a stake of 27 shares — an estimated $4.48K sold.

TD Private Client Wealth first reported a position in SSD in Q2 2024 and held it in 3 quarters. The position peaked at $4.48K in Q4 2024. 427 funds tracked by Wall St. Rank hold SSD as of Q1 2025.

TD Private Client Wealth reported no remaining Simpson Manufacturing position as of Q1 2025 after selling out during the quarter.
TD Private Client Wealth sold 27 Simpson Manufacturing shares in Q1 2025, an estimated $4.48K.
TD Private Client Wealth first reported a position in Simpson Manufacturing in Q2 2024 and held it in 3 quarters.
TD Private Client Wealth's Simpson Manufacturing position peaked at $4.48K in Q4 2024.
427 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2025.

Based on TD Private Client Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.