Truist Financial
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Truist Financial’s Simulations Plus SLP Stock Holding History

Truist Financial’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
-4,553
Closed -$249K – 2813
2021
Q2 		$249K Sell
4,553
-72
-2% -$4.13K ﹤0.01% 2481
2021
Q1 		$293K Buy
+4,625
New +$339K ﹤0.01% 2296

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CCA
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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

Truist Financial's SLP Position: Q3 2021 in Review

Truist Financial sold out of Simulations Plus (SLP) in Q3 2021, closing a stake of 4,553 shares — an estimated $249K sold.

Truist Financial first reported a position in SLP in Q1 2021 and held it in 2 quarters. The position peaked at $293K in Q1 2021. 164 funds tracked by Wall St. Rank hold SLP as of Q3 2021.

  • Truist Financial reported no remaining Simulations Plus position as of Q3 2021 after selling out during the quarter.
  • Truist Financial sold 4,553 Simulations Plus shares in Q3 2021, an estimated $249K.
  • Truist Financial first reported a position in Simulations Plus in Q1 2021 and held it in 2 quarters.
  • Truist Financial's Simulations Plus position peaked at $293K in Q1 2021.
  • 164 funds tracked by Wall St. Rank held Simulations Plus as of Q3 2021.

Based on Truist Financial's 13F filing for Q3 2021, filed 5 Nov 2021.