IFP Advisors’s SiTime SITM Stock Holding History

IFP Advisors’s Portfolio SITM Stock Details SITM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.38K	Sell	4 -1	-20%	-$368	﹤0.01%	4085
2025 Q4	$1.77K	Buy	5 +3	+150%	+$939	﹤0.01%	3885
2025 Q3	$603	Buy	+2	New	+$464	﹤0.01%	4120
2025 Q2	–	Hold	0	–	–	–	2932
2025 Q1	–	Hold	0	–	-$429	–	4652
2024 Q4	–	Hold	0	–	–	–	3459
2024 Q2	–	Sell	-13	Closed	-$1.21K	–	3332
2024 Q1	$1.21K	Hold	13	–	–	﹤0.01%	2818
2023 Q4	$1.59K	Sell	13 -3	-19%	-$340	﹤0.01%	2729
2023 Q3	$1.83K	Hold	16	–	–	﹤0.01%	2864
2023 Q2	$1.89K	Hold	16	–	–	﹤0.01%	2902
2023 Q1	$298	Hold	16	–	–	﹤0.01%	3243
2022 Q4	$2K	Sell	16 -153	-91%	-$14.5K	﹤0.01%	4212
2022 Q3	$8K	Buy	169 +9	+6%	+$1.16K	﹤0.01%	3803
2022 Q2	$7K	Hold	160	–	–	﹤0.01%	3624
2022 Q1	$7K	Buy	160 +96	+150%	+$20.8K	﹤0.01%	3623
2021 Q4	$19K	Buy	+64	New	+$16.8K	﹤0.01%	1977
2021 Q3	–	Hold	0	–	–	–	4466
2021 Q2	–	Sell	-774	Closed	-$79.1K	–	4226
2021 Q1	$75K	Buy	+774	New	+$90.6K	﹤0.01%	1292

Other funds holding SITM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return