WBI Investments’s Simpson Manufacturing SSD Stock Holding History

WBI Investments’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
2022 Q1	–	Sell	-19,361	Closed	-$2.66M	–	230
2021 Q4	$2.66M	Buy	+19,361	New	+$2.34M	0.43%	63
2016 Q4	–	Sell	-20,052	Closed	-$881K	–	387
2016 Q3	$881K	Sell	20,052 -3,048	-13%	-$130K	0.03%	216
2016 Q2	$923K	Buy	+23,100	New	+$889K	0.03%	128
2015 Q2	–	Sell	-39,196	Closed	-$1.47M	–	277
2015 Q1	$1.47M	Sell	39,196 -15,235	-28%	-$535K	0.03%	180
2014 Q4	$1.88M	Buy	54,431 +18,931	+53%	+$616K	0.05%	146
2014 Q3	$1.03M	Buy	+35,500	New	+$1.15M	0.03%	143

Other funds holding SSD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WBI Investments's SSD Position: Q1 2022 in Review

WBI Investments sold out of Simpson Manufacturing (SSD) in Q1 2022, closing a stake of 19,361 shares — an estimated $2.66M sold.

WBI Investments first reported a position in SSD in Q3 2014 and held it in 6 quarters. The position peaked at $2.66M in Q4 2021. 311 funds tracked by Wall St. Rank hold SSD as of Q1 2022.

WBI Investments reported no remaining Simpson Manufacturing position as of Q1 2022 after selling out during the quarter.
WBI Investments sold 19,361 Simpson Manufacturing shares in Q1 2022, an estimated $2.66M.
WBI Investments first reported a position in Simpson Manufacturing in Q3 2014 and held it in 6 quarters.
WBI Investments's Simpson Manufacturing position peaked at $2.66M in Q4 2021.
311 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2022.

Based on WBI Investments's 13F filing for Q1 2022, filed 2 May 2022.