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Avior Wealth Management’s Simulations Plus SLP Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-143
Closed -$3.99K – 2066
2024
Q4 		$3.99K Hold
143
– – ﹤0.01% 1937
2024
Q3 		$4.58K Hold
143
– – ﹤0.01% 1802
2024
Q2 		$6.95K Sell
143
-3
-2% -$142 ﹤0.01% 1623
2024
Q1 		$6.01K Buy
+146
New +$5.98K ﹤0.01% 2028

Other funds holding SLP

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Avior Wealth Management's SLP Position: Q1 2025 in Review

Avior Wealth Management sold out of Simulations Plus (SLP) in Q1 2025, closing a stake of 143 shares — an estimated $3.99K sold.

Avior Wealth Management first reported a position in SLP in Q1 2024 and held it in 4 quarters. The position peaked at $6.95K in Q2 2024. 164 funds tracked by Wall St. Rank hold SLP as of Q1 2025.

  • Avior Wealth Management reported no remaining Simulations Plus position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 143 Simulations Plus shares in Q1 2025, an estimated $3.99K.
  • Avior Wealth Management first reported a position in Simulations Plus in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Simulations Plus position peaked at $6.95K in Q2 2024.
  • 164 funds tracked by Wall St. Rank held Simulations Plus as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.