Avantax Advisory Services’s Silicon Motion SIMO Stock Holding History

Avantax Advisory Services’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
2023 Q2	–	Sell	-3,081	Closed	-$202K	–	1570
2023 Q1	$202K	Buy	+3,081	New	+$202K	﹤0.01%	1377
2022 Q2	–	Sell	-4,273	Closed	-$285K	–	1381
2022 Q1	$285K	Buy	4,273 +1,360	+47%	+$106K	﹤0.01%	1026
2021 Q4	$277K	Buy	+2,913	New	+$220K	﹤0.01%	1015
2021 Q2	–	Sell	-5,301	Closed	-$314K	–	1160
2021 Q1	$314K	Sell	5,301 -4,690	-47%	-$267K	0.01%	790
2020 Q4	$479K	Sell	9,991 -401	-4%	-$16.4K	0.01%	568
2020 Q3	$395K	Buy	10,392 +137	+1%	+$5.49K	0.01%	895
2020 Q2	$498K	Buy	10,255 +48	+0.5%	+$2.13K	0.01%	482
2020 Q1	$372K	Buy	+10,207	New	+$441K	0.01%	513

Other funds holding SIMO

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

BCM

Beryl Capital Management Redondo Beach, California $111M AUM 205.39% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MAM

Melqart Asset Management London, United Kingdom $1.05B AUM 111.55% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

TAL

TIG Advisors LLC New York $2.26B AUM 81.38% 1-Year Est. Return

SGCM

Sand Grove Capital Management London, United Kingdom $383M AUM 123.08% 1-Year Est. Return

Avantax Advisory Services's SIMO Position: Q2 2023 in Review

Avantax Advisory Services sold out of Silicon Motion (SIMO) in Q2 2023, closing a stake of 3,081 shares — an estimated $202K sold.

Avantax Advisory Services first reported a position in SIMO in Q1 2020 and held it in 8 quarters. The position peaked at $498K in Q2 2020. 200 funds tracked by Wall St. Rank hold SIMO as of Q2 2023.

Avantax Advisory Services reported no remaining Silicon Motion position as of Q2 2023 after selling out during the quarter.
Avantax Advisory Services sold 3,081 Silicon Motion shares in Q2 2023, an estimated $202K.
Avantax Advisory Services first reported a position in Silicon Motion in Q1 2020 and held it in 8 quarters.
Avantax Advisory Services's Silicon Motion position peaked at $498K in Q2 2020.
200 funds tracked by Wall St. Rank held Silicon Motion as of Q2 2023.

Based on Avantax Advisory Services's 13F filing for Q2 2023, filed 11 Aug 2023.