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	–	3288
2020 Q4	$1K	Buy	+28	New	+$1.14K	﹤0.01%	2614
2020 Q3	–	Sell	-47	Closed	-$2K	–	2698
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

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Westfield Capital Management

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return

Erste Asset Management Vienna, Austria $10.8B AUM 38.54% 1-Year Est. Return

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return