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AE Wealth Management’s Silicon Motion SIMO Stock Holding History

AE Wealth Management’s Portfolio SIMO Stock Details SIMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7,293
Closed -$454K – 1843
2023
Q4 		$454K Buy
+7,293
New +$417K ﹤0.01% 1493
2022
Q1 		– Sell
-8,600
Closed -$817K – 1798
2021
Q4 		$817K Buy
8,600
+181
+2% +$13.6K 0.01% 1023
2021
Q3 		$581K Buy
+8,419
New +$594K ﹤0.01% 1116
2021
Q2 		– Sell
-8,579
Closed -$510K – 1668
2021
Q1 		$510K Buy
+8,579
New +$488K 0.01% 1020

Other funds holding SIMO

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

AE Wealth Management's SIMO Position: Q1 2024 in Review

AE Wealth Management sold out of Silicon Motion (SIMO) in Q1 2024, closing a stake of 7,293 shares — an estimated $454K sold.

AE Wealth Management first reported a position in SIMO in Q1 2021 and held it in 4 quarters. The position peaked at $817K in Q4 2021. 210 funds tracked by Wall St. Rank hold SIMO as of Q1 2024.

  • AE Wealth Management reported no remaining Silicon Motion position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 7,293 Silicon Motion shares in Q1 2024, an estimated $454K.
  • AE Wealth Management first reported a position in Silicon Motion in Q1 2021 and held it in 4 quarters.
  • AE Wealth Management's Silicon Motion position peaked at $817K in Q4 2021.
  • 210 funds tracked by Wall St. Rank held Silicon Motion as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.