Carroll Financial Associates’s Simulations Plus SLP Stock Holding History

Carroll Financial Associates’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
2021 Q4	–	Sell	-19	Closed	–	–	1904
2021 Q3	$0	Buy	+19	New	+$867	﹤0.01%	1928

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 $131B AUM 28.36% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Carroll Financial Associates's SLP Position: Q4 2021 in Review

Carroll Financial Associates sold out of Simulations Plus (SLP) in Q4 2021, closing a stake of 19 shares.

Carroll Financial Associates first reported a position in SLP in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 153 funds tracked by Wall St. Rank hold SLP as of Q4 2021.

Carroll Financial Associates reported no remaining Simulations Plus position as of Q4 2021 after selling out during the quarter.
Carroll Financial Associates sold 19 Simulations Plus shares in Q4 2021.
Carroll Financial Associates first reported a position in Simulations Plus in Q3 2021 and held it in 1 quarter.
Carroll Financial Associates's Simulations Plus position peaked at $0 in Q3 2021.
153 funds tracked by Wall St. Rank held Simulations Plus as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.