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 $291M AUM 19.43% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Liberty Wealth Management's SIMO Position: Q4 2021 in Review

Liberty Wealth Management sold out of Silicon Motion (SIMO) in Q4 2021, closing a stake of 776 shares — an estimated $53K sold.

Liberty Wealth Management first reported a position in SIMO in Q4 2018 and held it in 12 quarters. The position peaked at $53K in Q3 2021. 225 funds tracked by Wall St. Rank hold SIMO as of Q4 2021.

Liberty Wealth Management reported no remaining Silicon Motion position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 776 Silicon Motion shares in Q4 2021, an estimated $53K.
Liberty Wealth Management first reported a position in Silicon Motion in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Silicon Motion position peaked at $53K in Q3 2021.
225 funds tracked by Wall St. Rank held Silicon Motion as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.