PMFA
SLP

Plante Moran Financial Advisors’s Simulations Plus SLP Stock Holding History

Plante Moran 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
2022
Q1 		– Sell
-500
Closed -$24K – 984
2021
Q4 		$24K Sell
500
-500
-50% -$23.6K ﹤0.01% 518
2021
Q3 		$40K Hold
1,000
– – 0.01% 422
2021
Q2 		$55K Buy
+1,000
New +$57.3K 0.01% 349
2019
Q1 		– Sell
-38
Closed -$1K – 920
2018
Q4 		$1K Buy
+38
New +$751 ﹤0.01% 832

Other funds holding SLP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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 $1.58B AUM 51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Plante Moran Financial Advisors's SLP Position: Q1 2022 in Review

Plante Moran Financial Advisors sold out of Simulations Plus (SLP) in Q1 2022, closing a stake of 500 shares — an estimated $24K sold.

Plante Moran Financial Advisors first reported a position in SLP in Q4 2018 and held it in 4 quarters. The position peaked at $55K in Q2 2021. 148 funds tracked by Wall St. Rank hold SLP as of Q1 2022.

  • Plante Moran Financial Advisors reported no remaining Simulations Plus position as of Q1 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 500 Simulations Plus shares in Q1 2022, an estimated $24K.
  • Plante Moran Financial Advisors first reported a position in Simulations Plus in Q4 2018 and held it in 4 quarters.
  • Plante Moran Financial Advisors's Simulations Plus position peaked at $55K in Q2 2021.
  • 148 funds tracked by Wall St. Rank held Simulations Plus as of Q1 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2022, filed 6 May 2022.