TWP
SSD icon

Triad Wealth Partners’s Simpson Manufacturing SSD Stock Holding History

Triad Wealth Partners’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
-12
Closed -$2.02K – 796
2024
Q2 		$2.02K Buy
+12
New +$2.1K ﹤0.01% 758

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

Triad Wealth Partners's SSD Position: Q3 2024 in Review

Triad Wealth Partners sold out of Simpson Manufacturing (SSD) in Q3 2024, closing a stake of 12 shares — an estimated $2.02K sold.

Triad Wealth Partners first reported a position in SSD in Q2 2024 and held it in 1 quarter. The position peaked at $2.02K in Q2 2024. 414 funds tracked by Wall St. Rank hold SSD as of Q3 2024.

  • Triad Wealth Partners reported no remaining Simpson Manufacturing position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 12 Simpson Manufacturing shares in Q3 2024, an estimated $2.02K.
  • Triad Wealth Partners first reported a position in Simpson Manufacturing in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Simpson Manufacturing position peaked at $2.02K in Q2 2024.
  • 414 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.