Mission Wealth Management’s Silicon Motion SIMO Stock Holding History

Mission 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
2023 Q3	–	Sell	-2,900	Closed	-$208K	–	571
2023 Q2	$208K	Buy	+2,900	New	+$185K	0.01%	511
2022 Q4	–	Sell	-3,400	Closed	-$222K	–	547
2022 Q3	$222K	Hold	3,400	–	–	0.01%	449
2022 Q2	$285K	Buy	3,400 +350	+11%	+$29.5K	0.02%	400
2022 Q1	$204K	Buy	3,050 +150	+5%	+$11.7K	0.01%	494
2021 Q4	$276K	Hold	2,900	–	–	0.01%	453
2021 Q3	$200K	Buy	+2,900	New	+$205K	0.01%	491

Other funds holding SIMO

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return

SCM

Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

KLCMU

Kite Lake Capital Management (UK) London, United Kingdom $290M AUM 183.72% 1-Year Est. Return

MAM

Melqart Asset Management London, United Kingdom $1.05B AUM 111.55% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return

Mission Wealth Management's SIMO Position: Q3 2023 in Review

Mission Wealth Management sold out of Silicon Motion (SIMO) in Q3 2023, closing a stake of 2,900 shares — an estimated $208K sold.

Mission Wealth Management first reported a position in SIMO in Q3 2021 and held it in 6 quarters. The position peaked at $285K in Q2 2022. 193 funds tracked by Wall St. Rank hold SIMO as of Q3 2023.

Mission Wealth Management reported no remaining Silicon Motion position as of Q3 2023 after selling out during the quarter.
Mission Wealth Management sold 2,900 Silicon Motion shares in Q3 2023, an estimated $208K.
Mission Wealth Management first reported a position in Silicon Motion in Q3 2021 and held it in 6 quarters.
Mission Wealth Management's Silicon Motion position peaked at $285K in Q2 2022.
193 funds tracked by Wall St. Rank held Silicon Motion as of Q3 2023.

Based on Mission Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.