CPA
SMLR

Capital Performance Advisors’s Semler Scientific SMLR Stock Holding History

Capital Performance Advisors’s Portfolio SMLR Stock Details SMLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7
Closed -$165 – 2294
2024
Q3 		$165 Buy
+7
New +$201 ﹤0.01% 2602

Other funds holding SMLR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
SAG
Susquehanna Advisors Group Bala Cynwyd, Pennsylvania $3.05B AUM 41.49% 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
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
S
ShariaPortfolio Lake Mary, Florida $226M AUM 24.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Capital Performance Advisors sold out of Semler Scientific (SMLR) in Q4 2024, closing a stake of 7 shares — an estimated $165 sold.

Capital Performance Advisors first reported a position in SMLR in Q3 2024 and held it in 1 quarter. The position peaked at $165 in Q3 2024. 110 funds tracked by Wall St. Rank hold SMLR as of Q4 2024.

  • Capital Performance Advisors reported no remaining Semler Scientific position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 7 Semler Scientific shares in Q4 2024, an estimated $165.
  • Capital Performance Advisors first reported a position in Semler Scientific in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Semler Scientific position peaked at $165 in Q3 2024.
  • 110 funds tracked by Wall St. Rank held Semler Scientific as of Q4 2024.

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