Financial Architects (New Jersey)’s Silicon Motion SIMO Stock Holding History

Financial Architects (New Jersey)’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
2020 Q3	–	Sell	-500	Closed	-$24K	–	676
2020 Q2	$24K	Hold	500	–	–	0.01%	519
2020 Q1	$18K	Sell	500 -200	-29%	-$8.64K	﹤0.01%	536
2019 Q4	$35K	Hold	700	–	–	0.01%	476
2019 Q3	$25K	Hold	700	–	–	0.01%	557
2019 Q2	$31K	Hold	700	–	–	0.01%	613
2019 Q1	$28K	Hold	700	–	–	﹤0.01%	787
2018 Q4	$24K	Hold	700	–	–	﹤0.01%	763
2018 Q3	$38K	Sell	700 -200	-22%	-$11.1K	0.01%	726
2018 Q2	$48K	Hold	900	–	–	0.01%	583
2018 Q1	$43K	Sell	900 -1,000	-53%	-$48K	0.01%	653
2017 Q4	$101K	Hold	1,900	–	–	0.02%	488
2017 Q3	$91K	Buy	1,900 +800	+73%	+$35.5K	0.02%	517
2017 Q2	$53K	Sell	1,100 -25	-2%	-$1.24K	0.01%	661
2017 Q1	$53K	Buy	1,125 +25	+2%	+$1.06K	0.01%	640
2016 Q4	$47K	Hold	1,100	–	–	0.01%	582
2016 Q3	$57K	Buy	1,100 +100	+10%	+$5.21K	0.02%	543
2016 Q2	$48K	Buy	+1,000	New	+$42K	0.01%	544

Other funds holding SIMO

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Erste Asset Management Vienna, Austria $10.8B AUM 38.54% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return