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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
2020
Q1 		– Sell
-22
Closed -$10K – 1338
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HIMC
Heritage Investors Management Corp Bethesda, Maryland $3.61B AUM 35.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Financial Gravity Asset Management's SIM Position: Q1 2020 in Review

Financial Gravity Asset Management sold out of Grupo SIMEC (SIM) in Q1 2020, closing a stake of 22 shares — an estimated $10K sold.

Financial Gravity Asset Management first reported a position in SIM in Q1 2018 and held it in 7 quarters. The position peaked at $10K in Q4 2019. 10 funds tracked by Wall St. Rank hold SIM as of Q1 2020.

  • Financial Gravity Asset Management reported no remaining Grupo SIMEC position as of Q1 2020 after selling out during the quarter.
  • Financial Gravity Asset Management sold 22 Grupo SIMEC shares in Q1 2020, an estimated $10K.
  • Financial Gravity Asset Management first reported a position in Grupo SIMEC in Q1 2018 and held it in 7 quarters.
  • Financial Gravity Asset Management's Grupo SIMEC position peaked at $10K in Q4 2019.
  • 10 funds tracked by Wall St. Rank held Grupo SIMEC as of Q1 2020.

Based on Financial Gravity Asset Management's 13F filing for Q1 2020, filed 12 May 2020.