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Sutton Wealth Advisors’s Simulations Plus SLP Stock Holding History

Sutton Wealth 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
2023
Q1 		– Sell
-230
Closed -$8.41K – 1452
2022
Q4 		$8.41K Sell
230
-166
-42% -$6.99K ﹤0.01% 1000
2022
Q3 		$19.2K Buy
396
+2
+0.5% +$117 0.01% 676
2022
Q2 		$19.4K Buy
394
+2
+0.5% +$94 0.01% 687
2022
Q1 		$20K Buy
392
+130
+50% +$5.58K 0.01% 710
2021
Q4 		$12.4K Buy
262
+73
+39% +$3.45K ﹤0.01% 867
2021
Q3 		$7.47K Buy
189
+29
+18% +$1.32K ﹤0.01% 997
2021
Q2 		$8.79K Sell
160
-5
-3% -$287 ﹤0.01% 945
2021
Q1 		$10.4K Buy
+165
New +$12.1K ﹤0.01% 870

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sutton Wealth Advisors's SLP Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Simulations Plus (SLP) in Q1 2023, closing a stake of 230 shares — an estimated $8.41K sold.

Sutton Wealth Advisors first reported a position in SLP in Q1 2021 and held it in 8 quarters. The position peaked at $20K in Q1 2022. 155 funds tracked by Wall St. Rank hold SLP as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Simulations Plus position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 230 Simulations Plus shares in Q1 2023, an estimated $8.41K.
  • Sutton Wealth Advisors first reported a position in Simulations Plus in Q1 2021 and held it in 8 quarters.
  • Sutton Wealth Advisors's Simulations Plus position peaked at $20K in Q1 2022.
  • 155 funds tracked by Wall St. Rank held Simulations Plus as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.