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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 $6.73T AUM 46.02% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 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 $1.58B AUM 51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $1.22B AUM 100.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Atria Wealth Solutions's SLP Position: Q3 2024 in Review

Atria Wealth Solutions sold out of Simulations Plus (SLP) in Q3 2024, closing a stake of 10,654 shares — an estimated $518K sold.

Atria Wealth Solutions first reported a position in SLP in Q3 2022 and held it in 8 quarters. The position peaked at $759K in Q3 2022. 171 funds tracked by Wall St. Rank hold SLP as of Q3 2024.

  • Atria Wealth Solutions reported no remaining Simulations Plus position as of Q3 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 10,654 Simulations Plus shares in Q3 2024, an estimated $518K.
  • Atria Wealth Solutions first reported a position in Simulations Plus in Q3 2022 and held it in 8 quarters.
  • Atria Wealth Solutions's Simulations Plus position peaked at $759K in Q3 2022.
  • 171 funds tracked by Wall St. Rank held Simulations Plus as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.