Allworth Financial’s SiTime SITM Stock Holding History

Allworth Financial’s Portfolio SITM Stock Details SITM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$20.7K	Sell	60 -13	-18%	-$4.78K	﹤0.01%	2979
2025 Q4	$25.8K	Buy	73 +18	+33%	+$5.63K	﹤0.01%	2638
2025 Q3	$16.6K	Sell	55 -3	-5%	-$695	﹤0.01%	2822
2025 Q2	$12.4K	Buy	58 +9	+18%	+$1.63K	﹤0.01%	2795
2025 Q1	$7.3K	Buy	49 +19	+63%	+$3.65K	﹤0.01%	2570
2024 Q4	$7.67K	Buy	30 +12	+67%	+$2.44K	﹤0.01%	2563
2024 Q3	$3.09K	Buy	18 +5	+38%	+$716	﹤0.01%	2771
2024 Q2	$1.89K	Sell	13 -11	-46%	-$1.17K	﹤0.01%	2949
2024 Q1	$2.24K	Sell	24 -2	-8%	-$210	﹤0.01%	2765
2023 Q4	$3.17K	Buy	26 +14	+117%	+$1.58K	﹤0.01%	2465
2023 Q3	$1.37K	Hold	12	–	–	﹤0.01%	2718
2023 Q2	$1.42K	Sell	12 -6	-33%	-$654	﹤0.01%	2622
2023 Q1	$2.56K	Buy	18 +9	+100%	+$1.1K	﹤0.01%	2311
2022 Q4	$915	Buy	9 +7	+350%	+$662	﹤0.01%	2505
2022 Q3	$0	Sell	2 -5	-71%	-$644	﹤0.01%	3069
2022 Q2	$1K	Buy	7 +4	+133%	+$756	﹤0.01%	2251
2022 Q1	$1K	Buy	3 +1	+50%	+$217	﹤0.01%	2016
2021 Q4	$1K	Hold	2	–	–	﹤0.01%	1857
2021 Q3	$0	Buy	+2	New	+$357	﹤0.01%	1963

Other funds holding SITM

Fidelity Investments

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return