LWAM
SLP icon

Legacy Wealth Asset Management’s Simulations Plus SLP Stock Holding History

Legacy Wealth Asset Management’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
2021
Q3 		– Sell
-5,367
Closed -$295K – 307
2021
Q2 		$295K Buy
5,367
+37
+0.7% +$2.12K 0.13% 247
2021
Q1 		$337K Sell
5,330
-3,788
-42% -$278K 0.16% 230
2020
Q4 		$656K Buy
+9,118
New +$604K 0.33% 120

Other funds holding SLP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MAM
Montanaro Asset Management London, United Kingdom $334M AUM 12.52% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Legacy Wealth Asset Management's SLP Position: Q3 2021 in Review

Legacy Wealth Asset Management sold out of Simulations Plus (SLP) in Q3 2021, closing a stake of 5,367 shares — an estimated $295K sold.

Legacy Wealth Asset Management first reported a position in SLP in Q4 2020 and held it in 3 quarters. The position peaked at $656K in Q4 2020. 164 funds tracked by Wall St. Rank hold SLP as of Q3 2021.

  • Legacy Wealth Asset Management reported no remaining Simulations Plus position as of Q3 2021 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 5,367 Simulations Plus shares in Q3 2021, an estimated $295K.
  • Legacy Wealth Asset Management first reported a position in Simulations Plus in Q4 2020 and held it in 3 quarters.
  • Legacy Wealth Asset Management's Simulations Plus position peaked at $656K in Q4 2020.
  • 164 funds tracked by Wall St. Rank held Simulations Plus as of Q3 2021.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2021, filed 19 Oct 2021.