EWA
SIMO icon

EverSource Wealth Advisors’s Silicon Motion SIMO Stock Holding History

EverSource Wealth Advisors’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
2026
Q1 		$130K Buy
1,159
+511
+79% +$62K ﹤0.01% 1278
2025
Q4 		$60.1K Buy
648
+19
+3% +$1.74K ﹤0.01% 1626
2025
Q3 		$59.6K Buy
629
+47
+8% +$3.73K ﹤0.01% 1578
2025
Q2 		$43.7K Buy
582
+366
+169% +$20.8K ﹤0.01% 1707
2025
Q1 		$10.9K Buy
216
+10
+5% +$541 ﹤0.01% 2066
2024
Q4 		$11.1K Buy
206
+3
+1% +$168 ﹤0.01% 1932
2024
Q3 		$12.3K Sell
203
-2
-1% -$132 ﹤0.01% 1747
2024
Q2 		$14.2K Buy
205
+28
+16% +$2.19K ﹤0.01% 1674
2024
Q1 		$13.1K Buy
177
+144
+436% +$9.83K ﹤0.01% 1566
2023
Q4 		$2.02K Buy
33
+25
+313% +$1.43K ﹤0.01% 2162
2023
Q3 		$410 Sell
8
-1
-11% -$57 ﹤0.01% 2414
2023
Q2 		$647 Hold
9
– – ﹤0.01% 2302
2023
Q1 		$590 Hold
9
– – ﹤0.01% 2190
2022
Q4 		$585 Buy
+9
New +$552 ﹤0.01% 2179

Other funds holding SIMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
WHCM
Wolf Hill Capital Management Greenwich, Connecticut $705M AUM 80.44% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $48.2B AUM 24.23% 1-Year Est. Return
ACM
Analog Century Management New York $2.09B AUM 186.85% 1-Year Est. Return