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IFP Advisors’s Grupo SIMEC SIM Stock Holding History

IFP Advisors’s Portfolio SIM Stock Details SIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-16
Closed -$516 – 3301
2023
Q3 		$516 Hold
16
– – ﹤0.01% 3101
2023
Q2 		$528 Hold
16
– – ﹤0.01% 3188
2023
Q1 		$150 Hold
16
– – ﹤0.01% 3291
2022
Q4 		$1K Hold
16
– – ﹤0.01% 4470
2022
Q3 		$1K Buy
+16
New +$475 ﹤0.01% 4673

Other funds holding SIM

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
SAI
Systematic Alpha Investments Princeton, New Jersey $2.84B AUM 27.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors's SIM Position: Q4 2023 in Review

IFP Advisors sold out of Grupo SIMEC (SIM) in Q4 2023, closing a stake of 16 shares — an estimated $516 sold.

IFP Advisors first reported a position in SIM in Q3 2022 and held it in 5 quarters. The position peaked at $1K in Q4 2022. 11 funds tracked by Wall St. Rank hold SIM as of Q4 2023.

  • IFP Advisors reported no remaining Grupo SIMEC position as of Q4 2023 after selling out during the quarter.
  • IFP Advisors sold 16 Grupo SIMEC shares in Q4 2023, an estimated $516.
  • IFP Advisors first reported a position in Grupo SIMEC in Q3 2022 and held it in 5 quarters.
  • IFP Advisors's Grupo SIMEC position peaked at $1K in Q4 2022.
  • 11 funds tracked by Wall St. Rank held Grupo SIMEC as of Q4 2023.

Based on IFP Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.