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IHT Wealth Management’s Silicon Motion SIMO Stock Holding History

IHT Wealth Management’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
2024
Q4 		– Sell
-6,221
Closed -$378K – 1192
2024
Q3 		$378K Buy
6,221
+1,468
+31% +$96.8K 0.01% 819
2024
Q2 		$385K Buy
+4,753
New +$371K 0.01% 716
2021
Q4 		– Sell
-4,767
Closed -$329K – 848
2021
Q3 		$329K Buy
+4,767
New +$337K 0.03% 560

Other funds holding SIMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

IHT Wealth Management's SIMO Position: Q4 2024 in Review

IHT Wealth Management sold out of Silicon Motion (SIMO) in Q4 2024, closing a stake of 6,221 shares — an estimated $378K sold.

IHT Wealth Management first reported a position in SIMO in Q3 2021 and held it in 3 quarters. The position peaked at $385K in Q2 2024. 202 funds tracked by Wall St. Rank hold SIMO as of Q4 2024.

  • IHT Wealth Management reported no remaining Silicon Motion position as of Q4 2024 after selling out during the quarter.
  • IHT Wealth Management sold 6,221 Silicon Motion shares in Q4 2024, an estimated $378K.
  • IHT Wealth Management first reported a position in Silicon Motion in Q3 2021 and held it in 3 quarters.
  • IHT Wealth Management's Silicon Motion position peaked at $385K in Q2 2024.
  • 202 funds tracked by Wall St. Rank held Silicon Motion as of Q4 2024.

Based on IHT Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.