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Sowell Financial Services’s Silicon Motion SIMO Stock Holding History

Sowell Financial Services’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
2021
Q1 		– Sell
-28
Closed -$1K – 3282
2020
Q4 		$1K Buy
+28
New +$1.14K ﹤0.01% 2614
2020
Q3 		– Sell
-47
Closed -$2K – 2689
2020
Q2 		$2K Hold
47
– – ﹤0.01% 2201
2020
Q1 		$2K Sell
47
-30
-39% -$1.3K ﹤0.01% 2119
2019
Q4 		$4K Sell
77
-30
-28% -$1.29K ﹤0.01% 2006
2019
Q3 		$4K Buy
+107
New +$3.88K ﹤0.01% 1870

Other funds holding SIMO

CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $291M AUM 19.43% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Sowell Financial Services's SIMO Position: Q1 2021 in Review

Sowell Financial Services sold out of Silicon Motion (SIMO) in Q1 2021, closing a stake of 28 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in SIMO in Q3 2019 and held it in 5 quarters. The position peaked at $4K in Q4 2019. 211 funds tracked by Wall St. Rank hold SIMO as of Q1 2021.

  • Sowell Financial Services reported no remaining Silicon Motion position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 28 Silicon Motion shares in Q1 2021, an estimated $1K.
  • Sowell Financial Services first reported a position in Silicon Motion in Q3 2019 and held it in 5 quarters.
  • Sowell Financial Services's Silicon Motion position peaked at $4K in Q4 2019.
  • 211 funds tracked by Wall St. Rank held Silicon Motion as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.