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Independent Solutions Wealth Management’s Silicon Motion SIMO Stock Holding History

Independent Solutions 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
2022
Q3 		– Sell
-3,998
Closed -$335K – 225
2022
Q2 		$335K Buy
+3,998
New +$337K 0.1% 150
2022
Q1 		– Sell
-2,332
Closed -$222K – 230
2021
Q4 		$222K Buy
+2,332
New +$176K 0.05% 214

Other funds holding SIMO

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.04B AUM 31.03% 1-Year Est. Return
SGCM
Sand Grove Capital Management London, United Kingdom $383M AUM 123.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Independent Solutions Wealth Management's SIMO Position: Q3 2022 in Review

Independent Solutions Wealth Management sold out of Silicon Motion (SIMO) in Q3 2022, closing a stake of 3,998 shares — an estimated $335K sold.

Independent Solutions Wealth Management first reported a position in SIMO in Q4 2021 and held it in 2 quarters. The position peaked at $335K in Q2 2022. 200 funds tracked by Wall St. Rank hold SIMO as of Q3 2022.

  • Independent Solutions Wealth Management reported no remaining Silicon Motion position as of Q3 2022 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 3,998 Silicon Motion shares in Q3 2022, an estimated $335K.
  • Independent Solutions Wealth Management first reported a position in Silicon Motion in Q4 2021 and held it in 2 quarters.
  • Independent Solutions Wealth Management's Silicon Motion position peaked at $335K in Q2 2022.
  • 200 funds tracked by Wall St. Rank held Silicon Motion as of Q3 2022.

Based on Independent Solutions Wealth Management's 13F filing for Q3 2022, filed 19 Dec 2024.