Congress Wealth Management’s Simulations Plus SLP Stock Holding History

Congress Wealth Management’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
2024 Q4	–	Sell	-11,142	Closed	-$357K	–	923
2024 Q3	$357K	Buy	11,142 +4,712	+73%	+$174K	﹤0.01%	699
2024 Q2	$313K	Buy	6,430 +264	+4%	+$12.5K	0.01%	607
2024 Q1	$254K	Buy	6,166 +1,690	+38%	+$69.2K	﹤0.01%	535
2023 Q4	$200K	Sell	4,476 -1,000	-18%	-$39.6K	﹤0.01%	598
2023 Q3	$228K	Hold	5,476	–	–	﹤0.01%	564
2023 Q2	$237K	Hold	5,476	–	–	0.01%	512
2023 Q1	$241K	Buy	+5,476	New	+$219K	0.01%	513
2022 Q4	–	Sell	-5,180	Closed	-$251K	–	579
2022 Q3	$251K	Hold	5,180	–	–	0.01%	494
2022 Q2	$256K	Buy	5,180 +592	+13%	+$27.9K	0.01%	500
2022 Q1	$234K	Buy	+4,588	New	+$197K	0.01%	559

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

RIM

Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Congress Wealth Management's SLP Position: Q4 2024 in Review

Congress Wealth Management sold out of Simulations Plus (SLP) in Q4 2024, closing a stake of 11,142 shares — an estimated $357K sold.

Congress Wealth Management first reported a position in SLP in Q1 2022 and held it in 10 quarters. The position peaked at $357K in Q3 2024. 167 funds tracked by Wall St. Rank hold SLP as of Q4 2024.

Congress Wealth Management reported no remaining Simulations Plus position as of Q4 2024 after selling out during the quarter.
Congress Wealth Management sold 11,142 Simulations Plus shares in Q4 2024, an estimated $357K.
Congress Wealth Management first reported a position in Simulations Plus in Q1 2022 and held it in 10 quarters.
Congress Wealth Management's Simulations Plus position peaked at $357K in Q3 2024.
167 funds tracked by Wall St. Rank held Simulations Plus as of Q4 2024.

Based on Congress Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.