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United Capital Financial Advisors’s Simulations Plus SLP Stock Holding History

United Capital Financial Advisors’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
Q1 		– Sell
-2,880
Closed -$207K – 1236
2020
Q4 		$207K Buy
+2,880
New +$191K ﹤0.01% 1121

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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

United Capital Financial Advisors's SLP Position: Q1 2021 in Review

United Capital Financial Advisors sold out of Simulations Plus (SLP) in Q1 2021, closing a stake of 2,880 shares — an estimated $207K sold.

United Capital Financial Advisors first reported a position in SLP in Q4 2020 and held it in 1 quarter. The position peaked at $207K in Q4 2020. 194 funds tracked by Wall St. Rank hold SLP as of Q1 2021.

  • United Capital Financial Advisors reported no remaining Simulations Plus position as of Q1 2021 after selling out during the quarter.
  • United Capital Financial Advisors sold 2,880 Simulations Plus shares in Q1 2021, an estimated $207K.
  • United Capital Financial Advisors first reported a position in Simulations Plus in Q4 2020 and held it in 1 quarter.
  • United Capital Financial Advisors's Simulations Plus position peaked at $207K in Q4 2020.
  • 194 funds tracked by Wall St. Rank held Simulations Plus as of Q1 2021.

Based on United Capital Financial Advisors's 13F filing for Q1 2021, filed 14 May 2021.