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Valeo Financial Advisors’s Silicon Motion SIMO Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-2,569
Closed -$153K – 1599
2021
Q1 		$153K Hold
2,569
– – 0.01% 508
2020
Q4 		$124K Buy
+2,569
New +$105K 0.01% 517

Other funds holding SIMO

CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $291M AUM 19.43% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 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
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Valeo Financial Advisors's SIMO Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Silicon Motion (SIMO) in Q2 2021, closing a stake of 2,569 shares — an estimated $153K sold.

Valeo Financial Advisors first reported a position in SIMO in Q4 2020 and held it in 2 quarters. The position peaked at $153K in Q1 2021. 196 funds tracked by Wall St. Rank hold SIMO as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Silicon Motion position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 2,569 Silicon Motion shares in Q2 2021, an estimated $153K.
  • Valeo Financial Advisors first reported a position in Silicon Motion in Q4 2020 and held it in 2 quarters.
  • Valeo Financial Advisors's Silicon Motion position peaked at $153K in Q1 2021.
  • 196 funds tracked by Wall St. Rank held Silicon Motion as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.