CTA
SMLR

Colonial Trust Advisors’s Semler Scientific SMLR Stock Holding History

Colonial Trust 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
-12
Closed -$283 – 767
2024
Q3 		$283 Hold
12
– – ﹤0.01% 731
2024
Q2 		$413 Hold
12
– – ﹤0.01% 727
2024
Q1 		$351 Hold
12
– – ﹤0.01% 931
2023
Q4 		$531 Hold
12
– – ﹤0.01% 814
2023
Q3 		$304 Hold
12
– – ﹤0.01% 853
2023
Q2 		$315 Hold
12
– – ﹤0.01% 861
2023
Q1 		$322 Hold
12
– – ﹤0.01% 850
2022
Q4 		$396 Buy
+12
New +$416 ﹤0.01% 843

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

Colonial Trust Advisors's SMLR Position: Q4 2024 in Review

Colonial Trust Advisors sold out of Semler Scientific (SMLR) in Q4 2024, closing a stake of 12 shares — an estimated $283 sold.

Colonial Trust Advisors first reported a position in SMLR in Q4 2022 and held it in 8 quarters. The position peaked at $531 in Q4 2023. 110 funds tracked by Wall St. Rank hold SMLR as of Q4 2024.

  • Colonial Trust Advisors reported no remaining Semler Scientific position as of Q4 2024 after selling out during the quarter.
  • Colonial Trust Advisors sold 12 Semler Scientific shares in Q4 2024, an estimated $283.
  • Colonial Trust Advisors first reported a position in Semler Scientific in Q4 2022 and held it in 8 quarters.
  • Colonial Trust Advisors's Semler Scientific position peaked at $531 in Q4 2023.
  • 110 funds tracked by Wall St. Rank held Semler Scientific as of Q4 2024.

Based on Colonial Trust Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.