Tradition Wealth Management’s Simpson Manufacturing SSD Stock Holding History

Tradition Wealth Management’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 Q1	–	Sell	-631	Closed	-$125K	–	1075
2023 Q4	$125K	Buy	631 +1	+0.2%	+$159	0.01%	409
2023 Q3	$94K	Buy	630 +1	+0.2%	+$152	0.01%	453
2023 Q2	$87K	Buy	629 +1	+0.2%	+$123	0.01%	484
2023 Q1	$69K	Buy	628 +2	+0.3%	+$210	0.01%	535
2022 Q4	$56K	Hold	626	–	–	0.01%	505
2022 Q3	$49K	Buy	+626	New	+$60.5K	0.01%	511

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FMI

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

Tradition Wealth Management's SSD Position: Q1 2024 in Review

Tradition Wealth Management sold out of Simpson Manufacturing (SSD) in Q1 2024, closing a stake of 631 shares — an estimated $125K sold.

Tradition Wealth Management first reported a position in SSD in Q3 2022 and held it in 6 quarters. The position peaked at $125K in Q4 2023. 394 funds tracked by Wall St. Rank hold SSD as of Q1 2024.

Tradition Wealth Management reported no remaining Simpson Manufacturing position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 631 Simpson Manufacturing shares in Q1 2024, an estimated $125K.
Tradition Wealth Management first reported a position in Simpson Manufacturing in Q3 2022 and held it in 6 quarters.
Tradition Wealth Management's Simpson Manufacturing position peaked at $125K in Q4 2023.
394 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.