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Annapolis Financial Services’s Simulations Plus SLP Stock Holding History

Annapolis Financial Services’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
Q1 		– Sell
-100
Closed -$7K – 449
2020
Q4 		$7K Buy
+100
New +$6.63K ﹤0.01% 282

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

Annapolis Financial Services's SLP Position: Q1 2021 in Review

Annapolis Financial Services sold out of Simulations Plus (SLP) in Q1 2021, closing a stake of 100 shares — an estimated $7K sold.

Annapolis Financial Services first reported a position in SLP in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 194 funds tracked by Wall St. Rank hold SLP as of Q1 2021.

  • Annapolis Financial Services reported no remaining Simulations Plus position as of Q1 2021 after selling out during the quarter.
  • Annapolis Financial Services sold 100 Simulations Plus shares in Q1 2021, an estimated $7K.
  • Annapolis Financial Services first reported a position in Simulations Plus in Q4 2020 and held it in 1 quarter.
  • Annapolis Financial Services's Simulations Plus position peaked at $7K in Q4 2020.
  • 194 funds tracked by Wall St. Rank held Simulations Plus as of Q1 2021.

Based on Annapolis Financial Services's 13F filing for Q1 2021, filed 6 May 2021.