Tradition Wealth Management’s Simulations Plus SLP Stock Holding History

Tradition Wealth Management’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
2024 Q1	–	Sell	-942	Closed	-$42K	–	1051
2023 Q4	$42K	Buy	942 +1	+0.1%	+$40	﹤0.01%	670
2023 Q3	$39K	Buy	941 +1	+0.1%	+$45	﹤0.01%	670
2023 Q2	$41K	Buy	940 +2	+0.2%	+$87	﹤0.01%	691
2023 Q1	$41K	Buy	938 +1	+0.1%	+$40	0.01%	668
2022 Q4	$34K	Hold	937	–	–	﹤0.01%	633
2022 Q3	$45K	Buy	+937	New	+$54.7K	0.01%	535

Other funds holding SLP

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 New York $150B AUM 40.08% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

OAM

Ophir Asset Management Sydney, Australia $1.22B AUM 100.03% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tradition Wealth Management's SLP Position: Q1 2024 in Review

Tradition Wealth Management sold out of Simulations Plus (SLP) in Q1 2024, closing a stake of 942 shares — an estimated $42K sold.

Tradition Wealth Management first reported a position in SLP in Q3 2022 and held it in 6 quarters. The position peaked at $45K in Q3 2022. 169 funds tracked by Wall St. Rank hold SLP as of Q1 2024.

Tradition Wealth Management reported no remaining Simulations Plus position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 942 Simulations Plus shares in Q1 2024, an estimated $42K.
Tradition Wealth Management first reported a position in Simulations Plus in Q3 2022 and held it in 6 quarters.
Tradition Wealth Management's Simulations Plus position peaked at $45K in Q3 2022.
169 funds tracked by Wall St. Rank held Simulations Plus as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.