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Capital Performance Advisors’s Simulations Plus SLP Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-1
Closed -$32 – 2280
2024
Q3 		$32 Buy
+1
New +$37 ﹤0.01% 2835

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Performance Advisors's SLP Position: Q4 2024 in Review

Capital Performance Advisors sold out of Simulations Plus (SLP) in Q4 2024, closing a stake of 1 share — an estimated $32 sold.

Capital Performance Advisors first reported a position in SLP in Q3 2024 and held it in 1 quarter. The position peaked at $32 in Q3 2024. 167 funds tracked by Wall St. Rank hold SLP as of Q4 2024.

  • Capital Performance Advisors reported no remaining Simulations Plus position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 1 Simulations Plus share in Q4 2024, an estimated $32.
  • Capital Performance Advisors first reported a position in Simulations Plus in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Simulations Plus position peaked at $32 in Q3 2024.
  • 167 funds tracked by Wall St. Rank held Simulations Plus as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.