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HBK Sorce Advisory’s Simulations Plus SLP Stock Holding History

HBK Sorce Advisory’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
2023
Q1 		– Sell
-40,000
Closed -$42K – 791
2022
Q4 		$42K Buy
40,000
+20,000
+100% +$842K ﹤0.01% 743
2022
Q3 		$21K Buy
+20,000
New +$1.17M ﹤0.01% 570

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HBK Sorce Advisory's SLP Position: Q1 2023 in Review

HBK Sorce Advisory sold out of Simulations Plus (SLP) in Q1 2023, closing a stake of 40,000 shares — an estimated $42K sold.

HBK Sorce Advisory first reported a position in SLP in Q3 2022 and held it in 2 quarters. The position peaked at $42K in Q4 2022. 155 funds tracked by Wall St. Rank hold SLP as of Q1 2023.

  • HBK Sorce Advisory reported no remaining Simulations Plus position as of Q1 2023 after selling out during the quarter.
  • HBK Sorce Advisory sold 40,000 Simulations Plus shares in Q1 2023, an estimated $42K.
  • HBK Sorce Advisory first reported a position in Simulations Plus in Q3 2022 and held it in 2 quarters.
  • HBK Sorce Advisory's Simulations Plus position peaked at $42K in Q4 2022.
  • 155 funds tracked by Wall St. Rank held Simulations Plus as of Q1 2023.

Based on HBK Sorce Advisory's 13F filing for Q1 2023, filed 15 May 2023.