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Barrett Asset Management’s Simulations Plus SLP Stock Holding History

Barrett Asset 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
2022
Q1 		– Sell
-100
Closed -$5K – 395
2021
Q4 		$5K Hold
100
– – ﹤0.01% 558
2021
Q3 		$4K Hold
100
– – ﹤0.01% 458
2021
Q2 		$5K Hold
100
– – ﹤0.01% 430
2021
Q1 		$6K Hold
100
– – ﹤0.01% 400
2020
Q4 		$7K Hold
100
– – ﹤0.01% 362
2020
Q3 		$8K Hold
100
– – ﹤0.01% 342
2020
Q2 		$6K Hold
100
– – ﹤0.01% 358
2020
Q1 		$3K Hold
100
– – ﹤0.01% 333
2019
Q4 		$3K Hold
100
– – ﹤0.01% 359
2019
Q3 		$3K Hold
100
– – ﹤0.01% 340
2019
Q2 		$3K Buy
+100
New +$2.42K ﹤0.01% 346

Other funds holding SLP

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Barrett Asset Management's SLP Position: Q1 2022 in Review

Barrett Asset Management sold out of Simulations Plus (SLP) in Q1 2022, closing a stake of 100 shares — an estimated $5K sold.

Barrett Asset Management first reported a position in SLP in Q2 2019 and held it in 11 quarters. The position peaked at $8K in Q3 2020. 148 funds tracked by Wall St. Rank hold SLP as of Q1 2022.

  • Barrett Asset Management reported no remaining Simulations Plus position as of Q1 2022 after selling out during the quarter.
  • Barrett Asset Management sold 100 Simulations Plus shares in Q1 2022, an estimated $5K.
  • Barrett Asset Management first reported a position in Simulations Plus in Q2 2019 and held it in 11 quarters.
  • Barrett Asset Management's Simulations Plus position peaked at $8K in Q3 2020.
  • 148 funds tracked by Wall St. Rank held Simulations Plus as of Q1 2022.

Based on Barrett Asset Management's 13F filing for Q1 2022, filed 16 May 2022.