TrustCore Financial Services’s Simulations Plus SLP Stock Holding History

TrustCore Financial Services’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
2022 Q4	$9.14K	Hold	250	–	–	﹤0.01%	737
2022 Q3	$12K	Hold	250	–	–	﹤0.01%	720
2022 Q2	$12K	Hold	250	–	–	﹤0.01%	728
2022 Q1	$13K	Buy	250 +172	+221%	+$7.39K	﹤0.01%	721
2021 Q4	$4K	Sell	78 -250	-76%	-$11.8K	﹤0.01%	817
2021 Q3	$13K	Hold	328	–	–	﹤0.01%	717
2021 Q2	$18K	Hold	328	–	–	﹤0.01%	649
2021 Q1	$21K	Hold	328	–	–	﹤0.01%	585
2020 Q4	$24K	Hold	328	–	–	﹤0.01%	535
2020 Q3	$25K	Buy	328 +16	+5%	+$1.03K	﹤0.01%	478
2020 Q2	$19K	Buy	+312	New	+$13.7K	﹤0.01%	529
2019 Q4	–	Sell	-14	Closed	–	–	961
2019 Q3	$0	Buy	+14	New	+$493	﹤0.01%	983

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

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

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

TrustCore Financial Services's SLP Position: Q4 2022 in Review

TrustCore Financial Services held its Simulations Plus (SLP) position steady in Q4 2022 at 250 shares worth $9.14K. The position accounts for ﹤0.01% of the portfolio, ranked #737.

TrustCore Financial Services first reported a position in SLP in Q3 2019 and has held it in 12 quarters since. The position peaked at $25K in Q3 2020. 157 funds tracked by Wall St. Rank hold SLP as of Q4 2022.

TrustCore Financial Services held 250 shares of Simulations Plus worth $9.14K as of Q4 2022.
TrustCore Financial Services left its Simulations Plus share count unchanged in Q4 2022.
Simulations Plus made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #737 holding.
TrustCore Financial Services first reported a position in Simulations Plus in Q3 2019 and has held it in 12 quarters since.
TrustCore Financial Services's Simulations Plus position peaked at $25K in Q3 2020.
157 funds tracked by Wall St. Rank held Simulations Plus as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.