TWM
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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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return