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Bogart Wealth LLC’s Silicon Motion SIMO Stock Holding History

Bogart Wealth LLC’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
2025
Q1 		– Sell
-31
Closed -$1.68K – 1503
2024
Q4 		$1.68K Buy
+31
New +$1.74K ﹤0.01% 1124

Other funds holding SIMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

Bogart Wealth LLC's SIMO Position: Q1 2025 in Review

Bogart Wealth LLC sold out of Silicon Motion (SIMO) in Q1 2025, closing a stake of 31 shares — an estimated $1.68K sold.

Bogart Wealth LLC first reported a position in SIMO in Q4 2024 and held it in 1 quarter. The position peaked at $1.68K in Q4 2024. 190 funds tracked by Wall St. Rank hold SIMO as of Q1 2025.

  • Bogart Wealth LLC reported no remaining Silicon Motion position as of Q1 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 31 Silicon Motion shares in Q1 2025, an estimated $1.68K.
  • Bogart Wealth LLC first reported a position in Silicon Motion in Q4 2024 and held it in 1 quarter.
  • Bogart Wealth LLC's Silicon Motion position peaked at $1.68K in Q4 2024.
  • 190 funds tracked by Wall St. Rank held Silicon Motion as of Q1 2025.

Based on Bogart Wealth LLC's 13F filing for Q1 2025, filed 2 May 2025.