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Abundance Wealth Counselors’s Simulations Plus SLP Stock Holding History

Abundance Wealth Counselors’s Portfolio SLP Stock Details SLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-40
Closed -$3K – 296
2021
Q1 		$3K Buy
+40
New +$2.94K ﹤0.01% 317

Other funds holding SLP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
MAM
Montanaro Asset Management London, United Kingdom $334M AUM 12.52% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Abundance Wealth Counselors's SLP Position: Q2 2021 in Review

Abundance Wealth Counselors sold out of Simulations Plus (SLP) in Q2 2021, closing a stake of 40 shares — an estimated $3K sold.

Abundance Wealth Counselors first reported a position in SLP in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 192 funds tracked by Wall St. Rank hold SLP as of Q2 2021.

  • Abundance Wealth Counselors reported no remaining Simulations Plus position as of Q2 2021 after selling out during the quarter.
  • Abundance Wealth Counselors sold 40 Simulations Plus shares in Q2 2021, an estimated $3K.
  • Abundance Wealth Counselors first reported a position in Simulations Plus in Q1 2021 and held it in 1 quarter.
  • Abundance Wealth Counselors's Simulations Plus position peaked at $3K in Q1 2021.
  • 192 funds tracked by Wall St. Rank held Simulations Plus as of Q2 2021.

Based on Abundance Wealth Counselors's 13F filing for Q2 2021, filed 21 Jul 2021.