SWA
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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 $5.72T AUM 30.48% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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 $1.38B AUM 24.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return