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Optimum Investment Advisors’s Silicon Motion SIMO Stock Holding History

Optimum Investment Advisors’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
Q2 		– Sell
-400
Closed -$27K – 884
2022
Q1 		$27K Sell
400
-100
-20% -$7.79K 0.01% 534
2021
Q4 		$48K Buy
+500
New +$37.7K 0.02% 471
2020
Q3 		– Sell
-3,200
Closed -$156K – 922
2020
Q2 		$156K Buy
+3,200
New +$142K 0.05% 264
2018
Q3 		– Sell
-150
Closed -$8K – 1079
2018
Q2 		$8K Hold
150
– – ﹤0.01% 879
2018
Q1 		$7K Buy
+150
New +$7.2K ﹤0.01% 866
2017
Q1 		– Sell
-7,750
Closed -$329K – 292
2016
Q4 		$329K Buy
7,750
+2,200
+40% +$100K 0.12% 205
2016
Q3 		$287K Buy
5,550
+350
+7% +$18.3K 0.11% 222
2016
Q2 		$249K Buy
+5,200
New +$218K 0.1% 229
2015
Q1 		$253K Buy
+9,400
New +$257K 0.08% 252

Other funds holding SIMO

CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.04B AUM 31.03% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
SGCM
Sand Grove Capital Management London, United Kingdom $383M AUM 123.08% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Optimum Investment Advisors's SIMO Position: Q2 2022 in Review

Optimum Investment Advisors sold out of Silicon Motion (SIMO) in Q2 2022, closing a stake of 400 shares — an estimated $27K sold.

Optimum Investment Advisors first reported a position in SIMO in Q1 2015 and held it in 9 quarters. The position peaked at $329K in Q4 2016. 217 funds tracked by Wall St. Rank hold SIMO as of Q2 2022.

  • Optimum Investment Advisors reported no remaining Silicon Motion position as of Q2 2022 after selling out during the quarter.
  • Optimum Investment Advisors sold 400 Silicon Motion shares in Q2 2022, an estimated $27K.
  • Optimum Investment Advisors first reported a position in Silicon Motion in Q1 2015 and held it in 9 quarters.
  • Optimum Investment Advisors's Silicon Motion position peaked at $329K in Q4 2016.
  • 217 funds tracked by Wall St. Rank held Silicon Motion as of Q2 2022.

Based on Optimum Investment Advisors's 13F filing for Q2 2022, filed 12 Jul 2022.