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Advisor Group’s Simulations Plus SLP Stock Holding History

Advisor Group’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
2019
Q4 		$31K Sell
1,078
-2,458
-70% -$83.3K ﹤0.01% 3719
2019
Q3 		$123K Buy
3,536
+1,839
+108% +$64.8K ﹤0.01% 2738
2019
Q2 		$49K Sell
1,697
-673
-28% -$16.3K ﹤0.01% 3379
2019
Q1 		$50K Buy
2,370
+258
+12% +$5.16K ﹤0.01% 3391
2018
Q4 		$42K Buy
2,112
+1,290
+157% +$25.5K ﹤0.01% 3307
2018
Q3 		$17K Buy
822
+112
+16% +$2.19K ﹤0.01% 3989
2018
Q2 		$16K Sell
710
-8
-1% -$151 ﹤0.01% 3845
2018
Q1 		$11K Sell
718
-51
-7% -$815 ﹤0.01% 4024
2017
Q4 		$12K Sell
769
-6
-0.8% -$99 ﹤0.01% 3997
2017
Q3 		$12K Buy
775
+471
+155% +$6.84K ﹤0.01% 3881
2017
Q2 		$4K Buy
+304
New +$3.61K ﹤0.01% 4336

Other funds holding SLP

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
CIC
Crawford Investment Counsel Atlanta, Georgia $5.85B AUM 12.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Advisor Group's SLP Position: Q4 2019 in Review

Advisor Group reduced its Simulations Plus (SLP) stake by 70% in Q4 2019, selling an estimated $83.3K and leaving 1,078 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #3719.

Advisor Group first reported a position in SLP in Q2 2017 and has held it in 11 quarters since. The position peaked at $123K in Q3 2019. 125 funds tracked by Wall St. Rank hold SLP as of Q4 2019.

  • Advisor Group held 1,078 shares of Simulations Plus worth $31K as of Q4 2019.
  • Advisor Group sold 2,458 Simulations Plus shares in Q4 2019, an estimated $83.3K.
  • Simulations Plus made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3719 holding.
  • Advisor Group first reported a position in Simulations Plus in Q2 2017 and has held it in 11 quarters since.
  • Advisor Group's Simulations Plus position peaked at $123K in Q3 2019.
  • 125 funds tracked by Wall St. Rank held Simulations Plus as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.