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Concord Wealth Partners’s Silicon Motion SIMO Stock Holding History

Concord 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
2025
Q1 		– Sell
-15
Closed -$811 – 950
2024
Q4 		$811 Hold
15
– – ﹤0.01% 823
2024
Q3 		$911 Buy
+15
New +$989 ﹤0.01% 846

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 $4.11B AUM 38.38% 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

Concord Wealth Partners's SIMO Position: Q1 2025 in Review

Concord Wealth Partners sold out of Silicon Motion (SIMO) in Q1 2025, closing a stake of 15 shares — an estimated $811 sold.

Concord Wealth Partners first reported a position in SIMO in Q3 2024 and held it in 2 quarters. The position peaked at $911 in Q3 2024. 190 funds tracked by Wall St. Rank hold SIMO as of Q1 2025.

  • Concord Wealth Partners reported no remaining Silicon Motion position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 15 Silicon Motion shares in Q1 2025, an estimated $811.
  • Concord Wealth Partners first reported a position in Silicon Motion in Q3 2024 and held it in 2 quarters.
  • Concord Wealth Partners's Silicon Motion position peaked at $911 in Q3 2024.
  • 190 funds tracked by Wall St. Rank held Silicon Motion as of Q1 2025.

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