LWM
SIMO icon

Liberty Wealth Management’s Silicon Motion SIMO Stock Holding History

Liberty 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
2021
Q4 		– Sell
-776
Closed -$53K – 942
2021
Q3 		$53K Buy
776
+366
+89% +$25.8K 0.02% 412
2021
Q2 		$26K Sell
410
-385
-48% -$25.3K 0.01% 455
2021
Q1 		$40K Hold
795
– – 0.02% 328
2020
Q4 		$40K Sell
795
-7
-0.9% -$286 0.02% 324
2020
Q3 		$30K Buy
802
+500
+166% +$20K 0.02% 331
2020
Q2 		$15K Buy
302
+140
+86% +$6.2K 0.01% 425
2020
Q1 		$6K Hold
162
– – 0.01% 557
2019
Q4 		$8K Buy
162
+30
+23% +$1.29K 0.01% 595
2019
Q3 		$5K Buy
132
+1
+0.8% +$36 ﹤0.01% 644
2019
Q2 		$6K Buy
131
+1
+0.8% +$40 0.01% 635
2019
Q1 		$5K Hold
130
– – ﹤0.01% 546
2018
Q4 		$4K Buy
+130
New +$5.08K ﹤0.01% 604

Other funds holding SIMO

CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return