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FCA
FinTrust Capital Advisors’s
Simulations Plus
SLP
Stock Holding History
FinTrust Capital Advisors’s Portfolio
SLP Stock Details
SLP Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
–
Sell
-2,270
Closed
-$110K
–
1270
2022
Q3
$110K
Sell
2,270
-1,050
-32%
-$61.3K
0.03%
355
2022
Q2
$201K
Buy
3,320
+850
+34%
+$40.1K
0.05%
264
2022
Q1
$126K
Hold
2,470
–
–
0.03%
374
2021
Q4
$117K
Hold
2,470
–
–
0.03%
393
2021
Q3
$98K
Buy
2,470
+1,130
+84%
+$51.6K
0.03%
420
2021
Q2
$74K
Hold
1,340
–
–
0.02%
494
2021
Q1
$85K
Sell
1,340
-290
-18%
-$21.3K
0.02%
451
2020
Q4
$117K
Sell
1,630
-600
-27%
-$39.8K
0.04%
352
2020
Q3
$168
Hold
2,230
–
–
0.03%
268
2020
Q2
$133K
Sell
2,230
-800
-26%
-$35.2K
0.05%
282
2020
Q1
$106K
Buy
+3,030
New
+$101K
0.05%
284
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30.48%
1-Year Est. Return
CCA
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$5.01B AUM
6.26%
1-Year Est. Return
Neuberger Berman Group
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$131B AUM
28.36%
1-Year Est. Return
Vanguard Group
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$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
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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