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Stock index based on fund manager consensus updated each quarter
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GA
Greytown Advisors’s
Simulations Plus
SLP
Stock Holding History
Greytown 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
Q3
–
Sell
-4,084
Closed
-$201K
–
101
2022
Q2
$201K
Buy
4,084
+21
+0.5%
+$991
0.11%
93
2022
Q1
$207K
Sell
4,063
-1,404
-26%
-$60.3K
0.1%
107
2021
Q4
$259K
Sell
5,467
-69
-1%
-$3.26K
0.11%
98
2021
Q3
$219K
Buy
5,536
+520
+10%
+$23.7K
0.1%
100
2021
Q2
$275K
Buy
5,016
+755
+18%
+$43.3K
0.13%
85
2021
Q1
$269K
Buy
4,261
+585
+16%
+$42.9K
0.13%
81
2020
Q4
$264K
Buy
3,676
+141
+4%
+$9.35K
0.18%
72
2020
Q3
$266K
Hold
3,535
–
–
0.22%
70
2020
Q2
$211K
Buy
+3,535
New
+$156K
0.2%
67
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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
New York
$131B AUM
28.36%
1-Year Est. Return
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
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
RA
Royce & Associates
New York
$10.1B AUM
42.88%
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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