Corient Private Wealth
SMLR

Corient Private Wealth’s Semler Scientific SMLR Stock Holding History

Corient Private Wealth’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
Q2 		– Sell
-51,666
Closed -$1.51M – 2384
2024
Q1 		$1.51M Sell
51,666
-62,140
-55% -$2.59M ﹤0.01% 1167
2023
Q4 		$5.04M Sell
113,806
-10,368
-8% -$372K 0.01% 693
2023
Q3 		$3.15M Buy
124,174
+451
+0.4% +$11.7K 0.01% 765
2023
Q2 		$3.25M Buy
+123,723
New +$3.26M 0.01% 752

Other funds holding SMLR

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Corient Private Wealth's SMLR Position: Q2 2024 in Review

Corient Private Wealth sold out of Semler Scientific (SMLR) in Q2 2024, closing a stake of 51,666 shares — an estimated $1.51M sold.

Corient Private Wealth first reported a position in SMLR in Q2 2023 and held it in 4 quarters. The position peaked at $5.04M in Q4 2023. 91 funds tracked by Wall St. Rank hold SMLR as of Q2 2024.

  • Corient Private Wealth reported no remaining Semler Scientific position as of Q2 2024 after selling out during the quarter.
  • Corient Private Wealth sold 51,666 Semler Scientific shares in Q2 2024, an estimated $1.51M.
  • Corient Private Wealth first reported a position in Semler Scientific in Q2 2023 and held it in 4 quarters.
  • Corient Private Wealth's Semler Scientific position peaked at $5.04M in Q4 2023.
  • 91 funds tracked by Wall St. Rank held Semler Scientific as of Q2 2024.

Based on Corient Private Wealth's 13F filing for Q2 2024, filed 13 Aug 2024.