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Regal Investment Advisors’s Silicon Motion SIMO Stock Holding History

Regal 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
2023
Q1 		– Sell
-3,231
Closed -$210K – 550
2022
Q4 		$210K Hold
3,231
– – 0.02% 444
2022
Q3 		$211K Buy
3,231
+14
+0.4% +$1.1K 0.02% 434
2022
Q2 		$269K Buy
3,217
+12
+0.4% +$1.01K 0.03% 393
2022
Q1 		$214K Buy
+3,205
New +$250K 0.02% 494
2015
Q4 		– Sell
-373
Closed -$10K – 777
2015
Q3 		$10K Sell
373
-6,080
-94% -$163K ﹤0.01% 696
2015
Q2 		$223K Buy
+6,453
New +$210K 0.06% 233

Other funds holding SIMO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
MAM
Melqart Asset Management London, United Kingdom $1.05B AUM 111.55% 1-Year Est. Return
SGCM
Sand Grove Capital Management London, United Kingdom $383M AUM 123.08% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return
BCM
Bluefin Capital Management New York $399M AUM 24.96% 1-Year Est. Return

Regal Investment Advisors's SIMO Position: Q1 2023 in Review

Regal Investment Advisors sold out of Silicon Motion (SIMO) in Q1 2023, closing a stake of 3,231 shares — an estimated $210K sold.

Regal Investment Advisors first reported a position in SIMO in Q2 2015 and held it in 6 quarters. The position peaked at $269K in Q2 2022. 194 funds tracked by Wall St. Rank hold SIMO as of Q1 2023.

  • Regal Investment Advisors reported no remaining Silicon Motion position as of Q1 2023 after selling out during the quarter.
  • Regal Investment Advisors sold 3,231 Silicon Motion shares in Q1 2023, an estimated $210K.
  • Regal Investment Advisors first reported a position in Silicon Motion in Q2 2015 and held it in 6 quarters.
  • Regal Investment Advisors's Silicon Motion position peaked at $269K in Q2 2022.
  • 194 funds tracked by Wall St. Rank held Silicon Motion as of Q1 2023.

Based on Regal Investment Advisors's 13F filing for Q1 2023, filed 11 May 2023.