TWMP
SMLR

Taylor Wealth Management Partners’s Semler Scientific SMLR Stock Holding History

Taylor Wealth Management Partners’s Portfolio SMLR Stock Details SMLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-9,354
Closed -$1.01M – 71
2021
Q1 		$1.01M Buy
+9,354
New +$1.01M 0.37% 50

Other funds holding SMLR

PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
FF
FourThought Financial Venice, Florida $677M AUM 12.73% 1-Year Est. Return

Taylor Wealth Management Partners's SMLR Position: Q2 2021 in Review

Taylor Wealth Management Partners sold out of Semler Scientific (SMLR) in Q2 2021, closing a stake of 9,354 shares — an estimated $1.01M sold.

Taylor Wealth Management Partners first reported a position in SMLR in Q1 2021 and held it in 1 quarter. The position peaked at $1.01M in Q1 2021. 5 funds tracked by Wall St. Rank hold SMLR as of Q2 2021.

  • Taylor Wealth Management Partners reported no remaining Semler Scientific position as of Q2 2021 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 9,354 Semler Scientific shares in Q2 2021, an estimated $1.01M.
  • Taylor Wealth Management Partners first reported a position in Semler Scientific in Q1 2021 and held it in 1 quarter.
  • Taylor Wealth Management Partners's Semler Scientific position peaked at $1.01M in Q1 2021.
  • 5 funds tracked by Wall St. Rank held Semler Scientific as of Q2 2021.

Based on Taylor Wealth Management Partners's 13F filing for Q2 2021, filed 11 Aug 2021.