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Financial Gravity Asset Management’s Simulations Plus SLP Stock Holding History

Financial Gravity Asset 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
2022
Q4 		– Sell
-735
Closed -$1.9K – 1522
2022
Q3 		$1.9K Buy
+735
New +$42.9K 0.06% 305
2021
Q1 		– Sell
-34
Closed -$2.5K – 620
2020
Q4 		$2K Buy
+34
New +$2.25K ﹤0.01% 348
2019
Q2 		– Sell
-46
Closed -$1K – 1617
2019
Q1 		$1K Buy
+46
New +$921 ﹤0.01% 1178
2018
Q3 		$1K Buy
68
+41
+152% +$801 ﹤0.01% 1240
2018
Q2 		$0 Sell
27
-10
-27% -$189 ﹤0.01% 1589
2018
Q1 		$1K Buy
+37
New +$592 ﹤0.01% 1247

Other funds holding SLP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return