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Clearview Wealth Advisors’s Simulations Plus SLP Stock Holding History

Clearview Wealth 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
2023
Q4 		– Sell
-17,868
Closed -$745K – 131
2023
Q3 		$745K Buy
+17,868
New +$810K 0.92% 37

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CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Clearview Wealth Advisors's SLP Position: Q4 2023 in Review

Clearview Wealth Advisors sold out of Simulations Plus (SLP) in Q4 2023, closing a stake of 17,868 shares — an estimated $745K sold.

Clearview Wealth Advisors first reported a position in SLP in Q3 2023 and held it in 1 quarter. The position peaked at $745K in Q3 2023. 168 funds tracked by Wall St. Rank hold SLP as of Q4 2023.

  • Clearview Wealth Advisors reported no remaining Simulations Plus position as of Q4 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 17,868 Simulations Plus shares in Q4 2023, an estimated $745K.
  • Clearview Wealth Advisors first reported a position in Simulations Plus in Q3 2023 and held it in 1 quarter.
  • Clearview Wealth Advisors's Simulations Plus position peaked at $745K in Q3 2023.
  • 168 funds tracked by Wall St. Rank held Simulations Plus as of Q4 2023.

Based on Clearview Wealth Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.