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Baldwin Wealth Partners’s Silicon Motion SIMO Stock Holding History

Baldwin Wealth Partners’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
Q4 		– Sell
-2,448
Closed -$149K – 873
2024
Q3 		$149K Buy
+2,448
New +$161K 0.01% 366

Other funds holding SIMO

Fidelity Investments
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Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Baldwin Wealth Partners's SIMO Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Silicon Motion (SIMO) in Q4 2024, closing a stake of 2,448 shares — an estimated $149K sold.

Baldwin Wealth Partners first reported a position in SIMO in Q3 2024 and held it in 1 quarter. The position peaked at $149K in Q3 2024. 202 funds tracked by Wall St. Rank hold SIMO as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Silicon Motion position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 2,448 Silicon Motion shares in Q4 2024, an estimated $149K.
  • Baldwin Wealth Partners first reported a position in Silicon Motion in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's Silicon Motion position peaked at $149K in Q3 2024.
  • 202 funds tracked by Wall St. Rank held Silicon Motion as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.