PMFA
SMLR

Plante Moran Financial Advisors’s Semler Scientific SMLR Stock Holding History

Plante Moran Financial Advisors’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
-10
Closed -$1K – 1090
2021
Q3 		$1K Buy
+10
New +$1.26K ﹤0.01% 904

Other funds holding SMLR

PWAM
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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

Plante Moran Financial Advisors's SMLR Position: Q4 2021 in Review

Plante Moran Financial Advisors sold out of Semler Scientific (SMLR) in Q4 2021, closing a stake of 10 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in SMLR in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 70 funds tracked by Wall St. Rank hold SMLR as of Q4 2021.

  • Plante Moran Financial Advisors reported no remaining Semler Scientific position as of Q4 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 10 Semler Scientific shares in Q4 2021, an estimated $1K.
  • Plante Moran Financial Advisors first reported a position in Semler Scientific in Q3 2021 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Semler Scientific position peaked at $1K in Q3 2021.
  • 70 funds tracked by Wall St. Rank held Semler Scientific as of Q4 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.