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Ellevest Inc’s Simulations Plus SLP Stock Holding History

Ellevest Inc’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
2022
Q1 		– Sell
-8
Closed – – 1615
2021
Q4 		$0 Hold
8
– – ﹤0.01% 1632
2021
Q3 		$0 Hold
8
– – ﹤0.01% 1566
2021
Q2 		$0 Sell
8
-4
-33% -$229 ﹤0.01% 1405
2021
Q1 		$1K Hold
12
– – ﹤0.01% 1199
2020
Q4 		$1K Buy
12
+4
+50% +$265 ﹤0.01% 1110
2020
Q3 		$1K Hold
8
– – ﹤0.01% 1062
2020
Q2 		$0 Buy
+8
New +$352 ﹤0.01% 1313

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CCA
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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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Ellevest Inc's SLP Position: Q1 2022 in Review

Ellevest Inc sold out of Simulations Plus (SLP) in Q1 2022, closing a stake of 8 shares.

Ellevest Inc first reported a position in SLP in Q2 2020 and held it in 7 quarters. The position peaked at $1K in Q1 2021. 148 funds tracked by Wall St. Rank hold SLP as of Q1 2022.

  • Ellevest Inc reported no remaining Simulations Plus position as of Q1 2022 after selling out during the quarter.
  • Ellevest Inc sold 8 Simulations Plus shares in Q1 2022.
  • Ellevest Inc first reported a position in Simulations Plus in Q2 2020 and held it in 7 quarters.
  • Ellevest Inc's Simulations Plus position peaked at $1K in Q1 2021.
  • 148 funds tracked by Wall St. Rank held Simulations Plus as of Q1 2022.

Based on Ellevest Inc's 13F filing for Q1 2022, filed 19 Apr 2022.