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Fernwood Investment Management’s Simulations Plus SLP Stock Holding History

Fernwood Investment 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
Q2 		– Sell
-328
Closed -$13.5K – 614
2024
Q1 		$13.5K Buy
+328
New +$13.4K ﹤0.01% 513

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Vanguard Group
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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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fernwood Investment Management's SLP Position: Q2 2024 in Review

Fernwood Investment Management sold out of Simulations Plus (SLP) in Q2 2024, closing a stake of 328 shares — an estimated $13.5K sold.

Fernwood Investment Management first reported a position in SLP in Q1 2024 and held it in 1 quarter. The position peaked at $13.5K in Q1 2024. 176 funds tracked by Wall St. Rank hold SLP as of Q2 2024.

  • Fernwood Investment Management reported no remaining Simulations Plus position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 328 Simulations Plus shares in Q2 2024, an estimated $13.5K.
  • Fernwood Investment Management first reported a position in Simulations Plus in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Simulations Plus position peaked at $13.5K in Q1 2024.
  • 176 funds tracked by Wall St. Rank held Simulations Plus as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.