WPW
SSD icon

Waldron Private Wealth’s Simpson Manufacturing SSD Stock Holding History

Waldron Private 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
2024
Q4 		– Sell
-53
Closed -$10.1K – 476
2024
Q3 		$10.1K Buy
+53
New +$9.52K ﹤0.01% 478

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
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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Waldron Private Wealth's SSD Position: Q4 2024 in Review

Waldron Private Wealth sold out of Simpson Manufacturing (SSD) in Q4 2024, closing a stake of 53 shares — an estimated $10.1K sold.

Waldron Private Wealth first reported a position in SSD in Q3 2024 and held it in 1 quarter. The position peaked at $10.1K in Q3 2024. 422 funds tracked by Wall St. Rank hold SSD as of Q4 2024.

  • Waldron Private Wealth reported no remaining Simpson Manufacturing position as of Q4 2024 after selling out during the quarter.
  • Waldron Private Wealth sold 53 Simpson Manufacturing shares in Q4 2024, an estimated $10.1K.
  • Waldron Private Wealth first reported a position in Simpson Manufacturing in Q3 2024 and held it in 1 quarter.
  • Waldron Private Wealth's Simpson Manufacturing position peaked at $10.1K in Q3 2024.
  • 422 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q4 2024.

Based on Waldron Private Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.