WWP
SLAI

WR Wealth Planners’s SOLAI Ltd ADS SLAI Stock Holding History

WR Wealth Planners’s Portfolio SLAI Stock Details SLAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$50 Hold
3
– – ﹤0.01% 1088
2024
Q3 		$47 Hold
3
– – ﹤0.01% 1125
2024
Q2 		$53 Hold
3
– – ﹤0.01% 1124
2024
Q1 		$59 Buy
+3
New +$80 ﹤0.01% 1156

Other funds holding SLAI

HH
HSG Holding Na, Hong Kong $1.62B AUM 5.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
LIS
Legacy Investment Solutions Meridian, Idaho $192M AUM
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return

WR Wealth Planners's SLAI Position: Q4 2024 in Review

WR Wealth Planners held its SOLAI Ltd ADS (SLAI) position steady in Q4 2024 at 3 shares worth $50. The position accounts for ﹤0.01% of the portfolio, ranked #1088.

WR Wealth Planners first reported a position in SLAI in Q1 2024 and has held it in 4 quarters since. The position peaked at $59 in Q1 2024. 14 funds tracked by Wall St. Rank hold SLAI as of Q4 2024.

  • WR Wealth Planners held 3 shares of SOLAI Ltd ADS worth $50 as of Q4 2024.
  • WR Wealth Planners left its SOLAI Ltd ADS share count unchanged in Q4 2024.
  • SOLAI Ltd ADS made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1088 holding.
  • WR Wealth Planners first reported a position in SOLAI Ltd ADS in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's SOLAI Ltd ADS position peaked at $59 in Q1 2024.
  • 14 funds tracked by Wall St. Rank held SOLAI Ltd ADS as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.