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Venturi Wealth Management’s Simulations Plus SLP Stock Holding History

Venturi 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
2025
Q1 		– Sell
-150
Closed -$4.18K – 1615
2024
Q4 		$4.18K Buy
+150
New +$4.57K ﹤0.01% 1745

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Venturi Wealth Management's SLP Position: Q1 2025 in Review

Venturi Wealth Management sold out of Simulations Plus (SLP) in Q1 2025, closing a stake of 150 shares — an estimated $4.18K sold.

Venturi Wealth Management first reported a position in SLP in Q4 2024 and held it in 1 quarter. The position peaked at $4.18K in Q4 2024. 164 funds tracked by Wall St. Rank hold SLP as of Q1 2025.

  • Venturi Wealth Management reported no remaining Simulations Plus position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 150 Simulations Plus shares in Q1 2025, an estimated $4.18K.
  • Venturi Wealth Management first reported a position in Simulations Plus in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Simulations Plus position peaked at $4.18K in Q4 2024.
  • 164 funds tracked by Wall St. Rank held Simulations Plus as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.