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Cornerstone Planning Group’s Silicon Motion SIMO Stock Holding History

Cornerstone Planning Group’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
Q2 		– Sell
-109
Closed -$4.57K – 1668
2025
Q1 		$4.57K Hold
109
– – ﹤0.01% 761
2024
Q4 		$5.56K Hold
109
– – ﹤0.01% 556
2024
Q3 		$6.33K Sell
109
-1
-0.9% -$66 ﹤0.01% 519
2024
Q2 		$6.42K Hold
110
– – ﹤0.01% 520
2024
Q1 		$8.09K Buy
110
+1
+0.9% +$68 ﹤0.01% 445
2023
Q4 		$6.7K Hold
109
– – ﹤0.01% 493
2023
Q3 		$5.61K Hold
109
– – ﹤0.01% 512
2023
Q2 		$7.86K Buy
+109
New +$6.97K ﹤0.01% 748
2022
Q4 		$7.12K Buy
+109
New +$6.68K ﹤0.01% 746

Other funds holding SIMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 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
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Cornerstone Planning Group's SIMO Position: Q2 2025 in Review

Cornerstone Planning Group sold out of Silicon Motion (SIMO) in Q2 2025, closing a stake of 109 shares — an estimated $4.57K sold.

Cornerstone Planning Group first reported a position in SIMO in Q4 2022 and held it in 9 quarters. The position peaked at $8.09K in Q1 2024. 212 funds tracked by Wall St. Rank hold SIMO as of Q2 2025.

  • Cornerstone Planning Group reported no remaining Silicon Motion position as of Q2 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 109 Silicon Motion shares in Q2 2025, an estimated $4.57K.
  • Cornerstone Planning Group first reported a position in Silicon Motion in Q4 2022 and held it in 9 quarters.
  • Cornerstone Planning Group's Silicon Motion position peaked at $8.09K in Q1 2024.
  • 212 funds tracked by Wall St. Rank held Silicon Motion as of Q2 2025.

Based on Cornerstone Planning Group's 13F filing for Q2 2025, filed 11 Aug 2025.