Buckingham Strategic Wealth’s Simulations Plus SLP Stock Holding History

Buckingham Strategic Wealth’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 Q2	$221K	Buy	+4,548	New	+$215K	﹤0.01%	679
2024 Q1	–	Sell	-4,548	Closed	-$204K	–	791
2023 Q4	$204K	Buy	+4,548	New	+$180K	﹤0.01%	674
2022 Q4	–	Sell	-4,564	Closed	-$222K	–	658
2022 Q3	$222K	Buy	4,564 +16	+0.4%	+$934	﹤0.01%	529
2022 Q2	$224K	Hold	4,548	–	–	﹤0.01%	534
2022 Q1	$232K	Hold	4,548	–	–	﹤0.01%	533
2021 Q4	$215K	Buy	+4,548	New	+$215K	﹤0.01%	550
2021 Q3	–	Sell	-4,548	Closed	-$250K	–	614
2021 Q2	$250K	Hold	4,548	–	–	0.01%	503
2021 Q1	$288K	Hold	4,548	–	–	0.01%	445
2020 Q4	$327K	Sell	4,548 -100	-2%	-$6.63K	0.02%	403
2020 Q3	$350K	Buy	4,648 +98	+2%	+$6.29K	0.03%	333
2020 Q2	$272K	Buy	+4,550	New	+$200K	0.03%	330

Other funds holding SLP

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

OAM

Ophir Asset Management Sydney, Australia $1.22B AUM 100.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Buckingham Strategic Wealth's SLP Position: Q2 2024 in Review

Buckingham Strategic Wealth opened a new position in Simulations Plus (SLP) in Q2 2024: 4,548 shares worth $221K. The stake represents ﹤0.01% of the portfolio and ranks #679 among its holdings. This is a return to the name: Buckingham Strategic Wealth previously reported a position in SLP as recently as Q4 2023.

Buckingham Strategic Wealth first reported a position in SLP in Q2 2020 and has held it in 11 quarters since. The position peaked at $350K in Q3 2020. 177 funds tracked by Wall St. Rank hold SLP as of Q2 2024.

Buckingham Strategic Wealth held 4,548 shares of Simulations Plus worth $221K as of Q2 2024.
Simulations Plus was a new Buckingham Strategic Wealth position in Q2 2024.
Simulations Plus made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #679 holding.
Buckingham Strategic Wealth first reported a position in Simulations Plus in Q2 2020 and has held it in 11 quarters since.
Buckingham Strategic Wealth's Simulations Plus position peaked at $350K in Q3 2020.
177 funds tracked by Wall St. Rank held Simulations Plus as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.