OIA
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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 – 890
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 – 926
2020
Q2 		$156K Buy
+3,200
New +$142K 0.05% 264
2018
Q3 		– Sell
-150
Closed -$8K – 1100
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 $50.9B AUM 42.89% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.37B AUM 63.08% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.07B AUM 26.02% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $15.3B AUM 50.95% 1-Year Est. Return
SGCM
Sand Grove Capital Management London, United Kingdom $428M AUM 131.11% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return