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Values First Advisors’s Simpson Manufacturing SSD Stock Holding History

Values First 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
-25
Closed -$2.69K – 318
2023
Q1 		$2.69K Buy
+25
New +$2.62K ﹤0.01% 289

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State Street
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Capital International Investors
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
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

Values First Advisors's SSD Position: Q2 2023 in Review

Values First Advisors sold out of Simpson Manufacturing (SSD) in Q2 2023, closing a stake of 25 shares — an estimated $2.69K sold.

Values First Advisors first reported a position in SSD in Q1 2023 and held it in 1 quarter. The position peaked at $2.69K in Q1 2023. 326 funds tracked by Wall St. Rank hold SSD as of Q2 2023.

  • Values First Advisors reported no remaining Simpson Manufacturing position as of Q2 2023 after selling out during the quarter.
  • Values First Advisors sold 25 Simpson Manufacturing shares in Q2 2023, an estimated $2.69K.
  • Values First Advisors first reported a position in Simpson Manufacturing in Q1 2023 and held it in 1 quarter.
  • Values First Advisors's Simpson Manufacturing position peaked at $2.69K in Q1 2023.
  • 326 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2023.

Based on Values First Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.