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American Portfolios Advisors’s Simulations Plus SLP Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$148K Sell
3,049
-11
-0.4% -$642 0.01% 1147
2022
Q2 		$151K Buy
3,060
+104
+4% +$4.91K 0.01% 1188
2022
Q1 		$151K Buy
2,956
+28
+1% +$1.2K 0.01% 1309
2021
Q4 		$138K Buy
2,928
+306
+12% +$14.4K ﹤0.01% 1352
2021
Q3 		$104K Buy
2,622
+138
+6% +$6.3K ﹤0.01% 1436
2021
Q2 		$136K Buy
2,484
+231
+10% +$13.2K 0.01% 1288
2021
Q1 		$142K Buy
2,253
+963
+75% +$70.7K 0.01% 1182
2020
Q4 		$92.8K Sell
1,290
-1,118
-46% -$74.1K ﹤0.01% 1189
2020
Q3 		$181K Buy
2,408
+608
+34% +$39K 0.01% 836
2020
Q2 		$108K Buy
1,800
+938
+109% +$41.3K 0.01% 974
2020
Q1 		$30.1K Buy
862
+225
+35% +$7.51K ﹤0.01% 1378
2019
Q4 		$18.5K Buy
637
+100
+19% +$3.39K ﹤0.01% 1757
2019
Q3 		$18.6K Buy
537
+410
+323% +$14.4K ﹤0.01% 1688
2019
Q2 		$3.63K Hold
127
– – ﹤0.01% 2286
2019
Q1 		$2.68K Buy
+127
New +$2.54K ﹤0.01% 2294

Other funds holding SLP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

American Portfolios Advisors's SLP Position: Q3 2022 in Review

American Portfolios Advisors reduced its Simulations Plus (SLP) stake by 0.36% in Q3 2022, selling an estimated $642 and leaving 3,049 shares worth $148K. The position accounts for 0.01% of the portfolio, ranked #1147.

American Portfolios Advisors first reported a position in SLP in Q1 2019 and has held it in 15 quarters since. The position peaked at $181K in Q3 2020. 180 funds tracked by Wall St. Rank hold SLP as of Q3 2022.

  • American Portfolios Advisors held 3,049 shares of Simulations Plus worth $148K as of Q3 2022.
  • American Portfolios Advisors sold 11 Simulations Plus shares in Q3 2022, an estimated $642.
  • Simulations Plus made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1147 holding.
  • American Portfolios Advisors first reported a position in Simulations Plus in Q1 2019 and has held it in 15 quarters since.
  • American Portfolios Advisors's Simulations Plus position peaked at $181K in Q3 2020.
  • 180 funds tracked by Wall St. Rank held Simulations Plus as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.