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Legend Financial Advisors’s Simulations Plus SLP Stock Holding History

Legend Financial Advisors’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
2020
Q3 		– Sell
-12,345
Closed -$739K – 35
2020
Q2 		$739K Buy
+12,345
New +$543K 0.46% 21

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Dimensional Fund Advisors
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State Street
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RIM
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Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Legend Financial Advisors's SLP Position: Q3 2020 in Review

Legend Financial Advisors sold out of Simulations Plus (SLP) in Q3 2020, closing a stake of 12,345 shares — an estimated $739K sold.

Legend Financial Advisors first reported a position in SLP in Q2 2020 and held it in 1 quarter. The position peaked at $739K in Q2 2020. 171 funds tracked by Wall St. Rank hold SLP as of Q3 2020.

  • Legend Financial Advisors reported no remaining Simulations Plus position as of Q3 2020 after selling out during the quarter.
  • Legend Financial Advisors sold 12,345 Simulations Plus shares in Q3 2020, an estimated $739K.
  • Legend Financial Advisors first reported a position in Simulations Plus in Q2 2020 and held it in 1 quarter.
  • Legend Financial Advisors's Simulations Plus position peaked at $739K in Q2 2020.
  • 171 funds tracked by Wall St. Rank held Simulations Plus as of Q3 2020.

Based on Legend Financial Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.