SW
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Simplicity Wealth’s SiTime SITM Stock Holding History

Simplicity Wealth’s Portfolio SITM Stock Details SITM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,077
Closed -$258K – 1081
2024
Q2 		$258K Buy
+2,077
New +$221K 0.01% 1003

Other funds holding SITM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Simplicity Wealth's SITM Position: Q3 2024 in Review

Simplicity Wealth sold out of SiTime (SITM) in Q3 2024, closing a stake of 2,077 shares — an estimated $258K sold.

Simplicity Wealth first reported a position in SITM in Q2 2024 and held it in 1 quarter. The position peaked at $258K in Q2 2024. 245 funds tracked by Wall St. Rank hold SITM as of Q3 2024.

  • Simplicity Wealth reported no remaining SiTime position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 2,077 SiTime shares in Q3 2024, an estimated $258K.
  • Simplicity Wealth first reported a position in SiTime in Q2 2024 and held it in 1 quarter.
  • Simplicity Wealth's SiTime position peaked at $258K in Q2 2024.
  • 245 funds tracked by Wall St. Rank held SiTime as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.