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Valeo Financial Advisors’s Simpson Manufacturing SSD Stock Holding History

Valeo Financial 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
2019
Q4 		– Sell
-36
Closed -$2K – 1713
2019
Q3 		$2K Hold
36
– – ﹤0.01% 1411
2019
Q2 		$2K Hold
36
– – ﹤0.01% 1431
2019
Q1 		$2K Hold
36
– – ﹤0.01% 1391
2018
Q4 		$2K Hold
36
– – ﹤0.01% 1320
2018
Q3 		$2K Hold
36
– – ﹤0.01% 1513
2018
Q2 		$3K Hold
36
– – ﹤0.01% 1282
2018
Q1 		$2K Hold
36
– – ﹤0.01% 1357
2017
Q4 		$2K Hold
36
– – ﹤0.01% 1211
2017
Q3 		$2K Buy
+36
New +$1.6K ﹤0.01% 1043

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Kayne Anderson Rudnick Investment Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Valeo Financial Advisors's SSD Position: Q4 2019 in Review

Valeo Financial Advisors sold out of Simpson Manufacturing (SSD) in Q4 2019, closing a stake of 36 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in SSD in Q3 2017 and held it in 9 quarters. The position peaked at $3K in Q2 2018. 262 funds tracked by Wall St. Rank hold SSD as of Q4 2019.

  • Valeo Financial Advisors reported no remaining Simpson Manufacturing position as of Q4 2019 after selling out during the quarter.
  • Valeo Financial Advisors sold 36 Simpson Manufacturing shares in Q4 2019, an estimated $2K.
  • Valeo Financial Advisors first reported a position in Simpson Manufacturing in Q3 2017 and held it in 9 quarters.
  • Valeo Financial Advisors's Simpson Manufacturing position peaked at $3K in Q2 2018.
  • 262 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q4 2019.

Based on Valeo Financial Advisors's 13F filing for Q4 2019, filed 24 Jan 2020.