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Perigon Wealth Management’s Silicon Motion SIMO Stock Holding History

Perigon 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
2025
Q1 		– Sell
-8,414
Closed -$431K – 1093
2024
Q4 		$431K Buy
+8,414
New +$471K 0.01% 683

Other funds holding SIMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

Perigon Wealth Management's SIMO Position: Q1 2025 in Review

Perigon Wealth Management sold out of Silicon Motion (SIMO) in Q1 2025, closing a stake of 8,414 shares — an estimated $431K sold.

Perigon Wealth Management first reported a position in SIMO in Q4 2024 and held it in 1 quarter. The position peaked at $431K in Q4 2024. 190 funds tracked by Wall St. Rank hold SIMO as of Q1 2025.

  • Perigon Wealth Management reported no remaining Silicon Motion position as of Q1 2025 after selling out during the quarter.
  • Perigon Wealth Management sold 8,414 Silicon Motion shares in Q1 2025, an estimated $431K.
  • Perigon Wealth Management first reported a position in Silicon Motion in Q4 2024 and held it in 1 quarter.
  • Perigon Wealth Management's Silicon Motion position peaked at $431K in Q4 2024.
  • 190 funds tracked by Wall St. Rank held Silicon Motion as of Q1 2025.

Based on Perigon Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.