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Redwood Wealth Management Group’s Silicon Motion SIMO Stock Holding History

Redwood Wealth Management Group’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
2024
Q3 		– Sell
-195
Closed -$15.8K – 924
2024
Q2 		$15.8K Buy
+195
New +$15.2K 0.01% 487

Other funds holding SIMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
KCM
Kodai Capital Management Chicago, Illinois $2.53B AUM 13.55% 1-Year Est. Return

Redwood Wealth Management Group's SIMO Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Silicon Motion (SIMO) in Q3 2024, closing a stake of 195 shares — an estimated $15.8K sold.

Redwood Wealth Management Group first reported a position in SIMO in Q2 2024 and held it in 1 quarter. The position peaked at $15.8K in Q2 2024. 202 funds tracked by Wall St. Rank hold SIMO as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Silicon Motion position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 195 Silicon Motion shares in Q3 2024, an estimated $15.8K.
  • Redwood Wealth Management Group first reported a position in Silicon Motion in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Silicon Motion position peaked at $15.8K in Q2 2024.
  • 202 funds tracked by Wall St. Rank held Silicon Motion as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.