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TCI Wealth Advisors’s Simulations Plus SLP Stock Holding History

TCI 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
2021
Q3 		– Sell
-72
Closed -$4K – 2556
2021
Q2 		$4K Buy
72
+45
+167% +$2.58K ﹤0.01% 1629
2021
Q1 		$2K Buy
+27
New +$1.98K ﹤0.01% 1886

Other funds holding SLP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MAM
Montanaro Asset Management London, United Kingdom $334M AUM 12.52% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

TCI Wealth Advisors's SLP Position: Q3 2021 in Review

TCI Wealth Advisors sold out of Simulations Plus (SLP) in Q3 2021, closing a stake of 72 shares — an estimated $4K sold.

TCI Wealth Advisors first reported a position in SLP in Q1 2021 and held it in 2 quarters. The position peaked at $4K in Q2 2021. 164 funds tracked by Wall St. Rank hold SLP as of Q3 2021.

  • TCI Wealth Advisors reported no remaining Simulations Plus position as of Q3 2021 after selling out during the quarter.
  • TCI Wealth Advisors sold 72 Simulations Plus shares in Q3 2021, an estimated $4K.
  • TCI Wealth Advisors first reported a position in Simulations Plus in Q1 2021 and held it in 2 quarters.
  • TCI Wealth Advisors's Simulations Plus position peaked at $4K in Q2 2021.
  • 164 funds tracked by Wall St. Rank held Simulations Plus as of Q3 2021.

Based on TCI Wealth Advisors's 13F filing for Q3 2021, filed 29 Oct 2021.