IWM
SMLR

IHT Wealth Management’s Semler Scientific SMLR Stock Holding History

IHT Wealth Management’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
2021
Q4 		– Sell
-2,000
Closed -$250K – 850
2021
Q3 		$250K Buy
+2,000
New +$253K 0.02% 658

Other funds holding SMLR

PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
AG
Aravt Global New York $11.3M AUM 3.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OM
Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
PCA
Prospect Capital Advisors Sausalito, California $180M AUM 60.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

IHT Wealth Management's SMLR Position: Q4 2021 in Review

IHT Wealth Management sold out of Semler Scientific (SMLR) in Q4 2021, closing a stake of 2,000 shares — an estimated $250K sold.

IHT Wealth Management first reported a position in SMLR in Q3 2021 and held it in 1 quarter. The position peaked at $250K in Q3 2021. 70 funds tracked by Wall St. Rank hold SMLR as of Q4 2021.

  • IHT Wealth Management reported no remaining Semler Scientific position as of Q4 2021 after selling out during the quarter.
  • IHT Wealth Management sold 2,000 Semler Scientific shares in Q4 2021, an estimated $250K.
  • IHT Wealth Management first reported a position in Semler Scientific in Q3 2021 and held it in 1 quarter.
  • IHT Wealth Management's Semler Scientific position peaked at $250K in Q3 2021.
  • 70 funds tracked by Wall St. Rank held Semler Scientific as of Q4 2021.

Based on IHT Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.