AWS
SLP icon

Atria Wealth Solutions’s Simulations Plus SLP Stock Holding History

Atria Wealth Solutions’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
2024
Q3 		– Sell
-10,654
Closed -$518K – 2040
2024
Q2 		$518K Sell
10,654
-2,252
-17% -$106K 0.01% 1219
2024
Q1 		$531K Sell
12,906
-792
-6% -$32.4K 0.01% 1232
2023
Q4 		$613K Sell
13,698
-665
-5% -$26.4K 0.01% 1108
2023
Q3 		$599K Sell
14,363
-2,557
-15% -$116K 0.01% 1049
2023
Q2 		$733K Hold
16,920
– – 0.01% 986
2023
Q1 		$743K Buy
16,920
+1,274
+8% +$51.1K 0.01% 938
2022
Q4 		$572K Hold
15,646
– – 0.01% 1003
2022
Q3 		$759K Buy
+15,646
New +$913K 0.01% 830

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
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
OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return