Concourse Financial Group Securities’s Simulations Plus SLP Stock Holding History

Concourse Financial Group Securities’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
2025 Q1	–	Sell	-10	Closed	-$329	–	1729
2024 Q4	$329	Sell	10 -11	-52%	-$335	﹤0.01%	2173
2024 Q3	$672	Buy	21 +5	+31%	+$185	﹤0.01%	2114
2024 Q2	$777	Hold	16	–	–	﹤0.01%	2155
2024 Q1	$658	Sell	16 -1	-6%	-$41	﹤0.01%	2189
2023 Q4	$760	Buy	+17	New	+$674	﹤0.01%	2144
2019 Q1	–	Sell	-302	Closed	-$6.04K	–	2400
2018 Q4	$6K	Hold	302	–	–	﹤0.01%	1609
2018 Q3	$6K	Buy	+302	New	+$5.9K	﹤0.01%	1352

Other funds holding SLP

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RIM

Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Concourse Financial Group Securities's SLP Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Simulations Plus (SLP) in Q1 2025, closing a stake of 10 shares — an estimated $329 sold.

Concourse Financial Group Securities first reported a position in SLP in Q3 2018 and held it in 7 quarters. The position peaked at $6K in Q4 2018. 164 funds tracked by Wall St. Rank hold SLP as of Q1 2025.

Concourse Financial Group Securities reported no remaining Simulations Plus position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 10 Simulations Plus shares in Q1 2025, an estimated $329.
Concourse Financial Group Securities first reported a position in Simulations Plus in Q3 2018 and held it in 7 quarters.
Concourse Financial Group Securities's Simulations Plus position peaked at $6K in Q4 2018.
164 funds tracked by Wall St. Rank held Simulations Plus as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.