Financial Gravity Asset Management’s Grupo SIMEC SIM Stock Holding History

Financial Gravity Asset Management’s Portfolio SIM Stock Details SIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$10K	Sell	22 -3	-12%	-$28	0.01%	1197
2019 Q3	$0	Buy	25 +5	+25%	+$45	﹤0.01%	1509
2019 Q2	$0	Sell	20 -20	-50%	-$172	﹤0.01%	1613
2019 Q1	$0	Buy	+40	New	+$371	﹤0.01%	1521
2018 Q3	$0	Sell	19 -3	-14%	-$28	﹤0.01%	1593
2018 Q2	$0	Buy	22 +4	+22%	+$38	﹤0.01%	1586
2018 Q1	$0	Buy	+18	New	+$178	﹤0.01%	1490

Other funds holding SIM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Financial Gravity Asset Management's SIM Position: Q4 2019 in Review

Financial Gravity Asset Management reduced its Grupo SIMEC (SIM) stake by 12% in Q4 2019, selling an estimated $28 and leaving 22 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #1197.

Financial Gravity Asset Management first reported a position in SIM in Q1 2018 and has held it in 7 quarters since. 11 funds tracked by Wall St. Rank hold SIM as of Q4 2019.

Financial Gravity Asset Management held 22 shares of Grupo SIMEC worth $10K as of Q4 2019.
Financial Gravity Asset Management sold 3 Grupo SIMEC shares in Q4 2019, an estimated $28.
Grupo SIMEC made up 0.01% of Financial Gravity Asset Management's portfolio in Q4 2019, its #1197 holding.
Financial Gravity Asset Management first reported a position in Grupo SIMEC in Q1 2018 and has held it in 7 quarters since.
11 funds tracked by Wall St. Rank held Grupo SIMEC as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.