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Avantax Advisory Services’s SiTime SITM Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$227K Buy
+1,065
New +$192K ﹤0.01% 2120
2025
Q1 		– Sell
-980
Closed -$210K – 2320
2024
Q4 		$210K Buy
+980
New +$200K ﹤0.01% 2030

Other funds holding SITM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Avantax Advisory Services's SITM Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in SiTime (SITM) in Q2 2025: 1,065 shares worth $227K. The stake represents ﹤0.01% of the portfolio and ranks #2120 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in SITM as recently as Q4 2024.

Avantax Advisory Services first reported a position in SITM in Q4 2024 and has held it in 2 quarters since. 323 funds tracked by Wall St. Rank hold SITM as of Q2 2025.

  • Avantax Advisory Services held 1,065 shares of SiTime worth $227K as of Q2 2025.
  • SiTime was a new Avantax Advisory Services position in Q2 2025.
  • SiTime made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2120 holding.
  • Avantax Advisory Services first reported a position in SiTime in Q4 2024 and has held it in 2 quarters since.
  • 323 funds tracked by Wall St. Rank held SiTime as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.