SFS
SLP icon

Sowell Financial Services’s Simulations Plus SLP Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-76
Closed -$4K – 2363
2021
Q1 		$4K Hold
76
– – ﹤0.01% 2683
2020
Q4 		$5K Buy
+76
New +$5.04K ﹤0.01% 2292
2020
Q3 		– Sell
-63
Closed -$4K – 2691
2020
Q2 		$4K Hold
63
– – ﹤0.01% 1990
2020
Q1 		$2K Hold
63
– – ﹤0.01% 2121
2019
Q4 		$2K Hold
63
– – ﹤0.01% 2236
2019
Q3 		$2K Buy
+63
New +$2.22K ﹤0.01% 2130

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 $3.37T AUM 44.26% 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
MAM
Montanaro Asset Management London, United Kingdom $317M AUM 16.08% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Sowell Financial Services's SLP Position: Q2 2021 in Review

Sowell Financial Services sold out of Simulations Plus (SLP) in Q2 2021, closing a stake of 76 shares — an estimated $4K sold.

Sowell Financial Services first reported a position in SLP in Q3 2019 and held it in 6 quarters. The position peaked at $5K in Q4 2020. 193 funds tracked by Wall St. Rank hold SLP as of Q2 2021.

  • Sowell Financial Services reported no remaining Simulations Plus position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 76 Simulations Plus shares in Q2 2021, an estimated $4K.
  • Sowell Financial Services first reported a position in Simulations Plus in Q3 2019 and held it in 6 quarters.
  • Sowell Financial Services's Simulations Plus position peaked at $5K in Q4 2020.
  • 193 funds tracked by Wall St. Rank held Simulations Plus as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.