Wealthspire Advisors (Maryland)’s Simpson Manufacturing SSD Stock Holding History

Wealthspire Advisors (Maryland)’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 Q2	–	Sell	-655	Closed	-$39K	–	1804
2019 Q1	$39K	Buy	655 +355	+118%	+$21K	﹤0.01%	988
2018 Q4	$16K	Buy	300 +208	+226%	+$12.2K	﹤0.01%	1302
2018 Q3	$7K	Buy	92 +13	+16%	+$921	﹤0.01%	1680
2018 Q2	$5K	Hold	79	–	–	﹤0.01%	1825
2018 Q1	$5K	Sell	79 -620	-89%	-$35.9K	﹤0.01%	1833
2017 Q4	$40K	Buy	699 +40	+6%	+$2.21K	﹤0.01%	1101
2017 Q3	$32K	Buy	659 +136	+26%	+$6.06K	﹤0.01%	1133
2017 Q2	$23K	Buy	+523	New	+$21.9K	﹤0.01%	1219

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SSD Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Simpson Manufacturing (SSD) in Q2 2019, closing a stake of 655 shares — an estimated $39K sold.

Wealthspire Advisors (Maryland) first reported a position in SSD in Q2 2017 and held it in 8 quarters. The position peaked at $40K in Q4 2017. 231 funds tracked by Wall St. Rank hold SSD as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Simpson Manufacturing position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 655 Simpson Manufacturing shares in Q2 2019, an estimated $39K.
Wealthspire Advisors (Maryland) first reported a position in Simpson Manufacturing in Q2 2017 and held it in 8 quarters.
Wealthspire Advisors (Maryland)'s Simpson Manufacturing position peaked at $40K in Q4 2017.
231 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.