FSG
SMLR

Financial Strategies Group’s Semler Scientific SMLR Stock Holding History

Financial Strategies Group’s Portfolio SMLR Stock Details SMLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-7,875
Closed -$263K – 100
2024
Q2 		$263K Buy
+7,875
New +$227K 0.07% 82

Other funds holding SMLR

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
S
ShariaPortfolio Lake Mary, Florida $226M AUM 24.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Strategies Group's SMLR Position: Q3 2024 in Review

Financial Strategies Group sold out of Semler Scientific (SMLR) in Q3 2024, closing a stake of 7,875 shares — an estimated $263K sold.

Financial Strategies Group first reported a position in SMLR in Q2 2024 and held it in 1 quarter. The position peaked at $263K in Q2 2024. 83 funds tracked by Wall St. Rank hold SMLR as of Q3 2024.

  • Financial Strategies Group reported no remaining Semler Scientific position as of Q3 2024 after selling out during the quarter.
  • Financial Strategies Group sold 7,875 Semler Scientific shares in Q3 2024, an estimated $263K.
  • Financial Strategies Group first reported a position in Semler Scientific in Q2 2024 and held it in 1 quarter.
  • Financial Strategies Group's Semler Scientific position peaked at $263K in Q2 2024.
  • 83 funds tracked by Wall St. Rank held Semler Scientific as of Q3 2024.

Based on Financial Strategies Group's 13F filing for Q3 2024, filed 31 Oct 2024.