TFA
SMLR

Toth Financial Advisory’s Semler Scientific SMLR Stock Holding History

Toth Financial Advisory’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
2024
Q3 		– Sell
-200
Closed -$6.88K – 768
2024
Q2 		$6.88K Hold
200
– – ﹤0.01% 493
2024
Q1 		$5.84K Hold
200
– – ﹤0.01% 507
2023
Q4 		$8.86K Hold
200
– – ﹤0.01% 462
2023
Q3 		$5.07K Hold
200
– – ﹤0.01% 524
2023
Q2 		$5.25K Hold
200
– – ﹤0.01% 548
2023
Q1 		$5.36K Hold
200
– – ﹤0.01% 537
2022
Q4 		$6.6K Hold
200
– – ﹤0.01% 477
2022
Q3 		$8K Hold
200
– – ﹤0.01% 504
2022
Q2 		$6K Hold
200
– – ﹤0.01% 494
2022
Q1 		$10K Hold
200
– – ﹤0.01% 479
2021
Q4 		$18K Hold
200
– – ﹤0.01% 413
2021
Q3 		$25K Buy
+200
New +$25.3K ﹤0.01% 371

Other funds holding SMLR

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
S
ShariaPortfolio Lake Mary, Florida $226M AUM 24.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Toth Financial Advisory's SMLR Position: Q3 2024 in Review

Toth Financial Advisory sold out of Semler Scientific (SMLR) in Q3 2024, closing a stake of 200 shares — an estimated $6.88K sold.

Toth Financial Advisory first reported a position in SMLR in Q3 2021 and held it in 12 quarters. The position peaked at $25K in Q3 2021. 83 funds tracked by Wall St. Rank hold SMLR as of Q3 2024.

  • Toth Financial Advisory reported no remaining Semler Scientific position as of Q3 2024 after selling out during the quarter.
  • Toth Financial Advisory sold 200 Semler Scientific shares in Q3 2024, an estimated $6.88K.
  • Toth Financial Advisory first reported a position in Semler Scientific in Q3 2021 and held it in 12 quarters.
  • Toth Financial Advisory's Semler Scientific position peaked at $25K in Q3 2021.
  • 83 funds tracked by Wall St. Rank held Semler Scientific as of Q3 2024.

Based on Toth Financial Advisory's 13F filing for Q3 2024, filed 21 Oct 2024.