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 $70.5B AUM 36% 1-Year Est. Return

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Farallon Capital Management San Francisco, California $15.3B AUM 50.95% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Lord, Abbett & Co

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Erste Asset Management Vienna, Austria $10.8B AUM 38.54% 1-Year Est. Return