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Raffa Wealth Management’s Simulations Plus SLP Stock Holding History

Raffa Wealth 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
2024
Q3 		– Sell
-220
Closed -$10.7K – 1154
2024
Q2 		$10.7K Hold
220
– – ﹤0.01% 434
2024
Q1 		$9.05K Buy
+220
New +$9.01K ﹤0.01% 437
2022
Q1 		– Sell
-8
Closed -$378 – 1156
2021
Q4 		$378 Hold
8
– – ﹤0.01% 1091
2021
Q3 		$316 Hold
8
– – ﹤0.01% 1087
2021
Q2 		$439 Hold
8
– – ﹤0.01% 1064
2021
Q1 		$506 Hold
8
– – ﹤0.01% 1053
2020
Q4 		$575 Hold
8
– – ﹤0.01% 843
2020
Q3 		$603 Hold
8
– – ﹤0.01% 773
2020
Q2 		$479 Buy
+8
New +$352 ﹤0.01% 828

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
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 $3.37T AUM 44.26% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $1.22B AUM 100.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raffa Wealth Management's SLP Position: Q3 2024 in Review

Raffa Wealth Management sold out of Simulations Plus (SLP) in Q3 2024, closing a stake of 220 shares — an estimated $10.7K sold.

Raffa Wealth Management first reported a position in SLP in Q2 2020 and held it in 9 quarters. The position peaked at $10.7K in Q2 2024. 171 funds tracked by Wall St. Rank hold SLP as of Q3 2024.

  • Raffa Wealth Management reported no remaining Simulations Plus position as of Q3 2024 after selling out during the quarter.
  • Raffa Wealth Management sold 220 Simulations Plus shares in Q3 2024, an estimated $10.7K.
  • Raffa Wealth Management first reported a position in Simulations Plus in Q2 2020 and held it in 9 quarters.
  • Raffa Wealth Management's Simulations Plus position peaked at $10.7K in Q2 2024.
  • 171 funds tracked by Wall St. Rank held Simulations Plus as of Q3 2024.

Based on Raffa Wealth Management's 13F filing for Q3 2024, filed 27 Jul 2026.