IFP Advisors’s Silicon Motion SIMO Stock Holding History

IFP 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
2023 Q1	–	Sell	-461	Closed	-$23K	–	4280
2022 Q4	$23K	Sell	461 -300	-39%	-$18.4K	﹤0.01%	2792
2022 Q3	$55K	Sell	761 -29	-4%	-$2.27K	﹤0.01%	2296
2022 Q2	$56K	Hold	790	–	–	﹤0.01%	2084
2022 Q1	$56K	Buy	790 +667	+542%	+$52K	﹤0.01%	2084
2021 Q4	$12K	Buy	123 +23	+23%	+$1.73K	﹤0.01%	2164
2021 Q3	$7K	Buy	100 +20	+25%	+$1.41K	﹤0.01%	2437
2021 Q2	$5K	Hold	80	–	–	﹤0.01%	2492
2021 Q1	$5K	Sell	80 -83	-51%	-$4.72K	﹤0.01%	2428
2020 Q4	$8K	Hold	163	–	–	﹤0.01%	2160
2020 Q3	$6K	Hold	163	–	–	﹤0.01%	2120
2020 Q2	$8K	Sell	163 -19	-10%	-$842	﹤0.01%	1912
2020 Q1	$7K	Sell	182 -41	-18%	-$1.77K	﹤0.01%	1943
2019 Q4	$11K	Sell	223 -20	-8%	-$858	﹤0.01%	1885
2019 Q3	$9K	Buy	+243	New	+$8.81K	﹤0.01%	2135
2019 Q1	–	Sell	-192	Closed	-$7K	–	3281
2018 Q4	$7K	Sell	192 -30	-14%	-$1.17K	﹤0.01%	2697
2018 Q3	$12K	Hold	222	–	–	﹤0.01%	2757
2018 Q2	$12K	Buy	222 +72	+48%	+$3.53K	﹤0.01%	2792
2018 Q1	$8K	Hold	150	–	–	﹤0.01%	2944
2017 Q4	$8K	Buy	150 +100	+200%	+$5.07K	﹤0.01%	2989
2017 Q3	$2K	Sell	50 -264	-84%	-$11.7K	﹤0.01%	3786
2017 Q2	$15K	Buy	+314	New	+$15.5K	﹤0.01%	2762
2016 Q4	–	Sell	-91	Closed	-$5K	–	4121
2016 Q3	$5K	Sell	91 -450	-83%	-$23.5K	﹤0.01%	3252
2016 Q2	$26K	Buy	+541	New	+$22.7K	﹤0.01%	2181
2016 Q1	–	Sell	-991	Closed	-$31K	–	3282
2015 Q4	$31K	Buy	+991	New	+$31K	﹤0.01%	1894

Other funds holding SIMO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS O'Connor Chicago, Illinois $3.37B AUM 63.08% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Melqart Asset Management London, United Kingdom $1.01B AUM 84.85% 1-Year Est. Return

Sand Grove Capital Management London, United Kingdom $428M AUM 131.11% 1-Year Est. Return

Farallon Capital Management San Francisco, California $15.3B AUM 50.95% 1-Year Est. Return

Adage Capital Partners

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

Bluefin Capital Management New York $103M AUM 18.47% 1-Year Est. Return