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Avior Wealth Management’s Silicon Motion SIMO Stock Holding History

Avior 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
Q2 		– Sell
-2,952
Closed -$227K – 3493
2024
Q1 		$227K Buy
2,952
+48
+2% +$3.28K 0.01% 677
2023
Q4 		$178K Buy
+2,904
New +$166K 0.01% 534
2022
Q2 		– Sell
-6,119
Closed -$408K – 1208
2022
Q1 		$408K Sell
6,119
-1,051
-15% -$81.9K 0.04% 340
2021
Q4 		$681K Hold
7,170
– – 0.06% 263
2021
Q3 		$494K Sell
7,170
-2,315
-24% -$163K 0.04% 318
2021
Q2 		$607K Sell
9,485
-739
-7% -$48.6K 0.06% 257
2021
Q1 		$607K Buy
+10,224
New +$582K 0.06% 261

Other funds holding SIMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Avior Wealth Management's SIMO Position: Q2 2024 in Review

Avior Wealth Management sold out of Silicon Motion (SIMO) in Q2 2024, closing a stake of 2,952 shares — an estimated $227K sold.

Avior Wealth Management first reported a position in SIMO in Q1 2021 and held it in 7 quarters. The position peaked at $681K in Q4 2021. 234 funds tracked by Wall St. Rank hold SIMO as of Q2 2024.

  • Avior Wealth Management reported no remaining Silicon Motion position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 2,952 Silicon Motion shares in Q2 2024, an estimated $227K.
  • Avior Wealth Management first reported a position in Silicon Motion in Q1 2021 and held it in 7 quarters.
  • Avior Wealth Management's Silicon Motion position peaked at $681K in Q4 2021.
  • 234 funds tracked by Wall St. Rank held Silicon Motion as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.