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Private Wealth Management Group’s Simulations Plus SLP Stock Holding History

Private Wealth Management Group’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
2024
Q4 		– Sell
-35
Closed -$1.12K – 1562
2024
Q3 		$1.12K Buy
+35
New +$1.29K ﹤0.01% 1250

Other funds holding SLP

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Private Wealth Management Group's SLP Position: Q4 2024 in Review

Private Wealth Management Group sold out of Simulations Plus (SLP) in Q4 2024, closing a stake of 35 shares — an estimated $1.12K sold.

Private Wealth Management Group first reported a position in SLP in Q3 2024 and held it in 1 quarter. The position peaked at $1.12K in Q3 2024. 167 funds tracked by Wall St. Rank hold SLP as of Q4 2024.

  • Private Wealth Management Group reported no remaining Simulations Plus position as of Q4 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 35 Simulations Plus shares in Q4 2024, an estimated $1.12K.
  • Private Wealth Management Group first reported a position in Simulations Plus in Q3 2024 and held it in 1 quarter.
  • Private Wealth Management Group's Simulations Plus position peaked at $1.12K in Q3 2024.
  • 167 funds tracked by Wall St. Rank held Simulations Plus as of Q4 2024.

Based on Private Wealth Management Group's 13F filing for Q4 2024, filed 27 Jan 2025.