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WealthPLAN Partners’s Silicon Motion SIMO Stock Holding History

WealthPLAN Partners’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
Q2 		– Sell
-68
Closed -$4.46K – 1378
2023
Q1 		$4.46K Buy
+68
New +$4.46K ﹤0.01% 1020

Other funds holding SIMO

Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $111M AUM 205.39% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MAM
Melqart Asset Management London, United Kingdom $1.05B AUM 111.55% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.26B AUM 81.38% 1-Year Est. Return
SGCM
Sand Grove Capital Management London, United Kingdom $383M AUM 123.08% 1-Year Est. Return

WealthPLAN Partners's SIMO Position: Q2 2023 in Review

WealthPLAN Partners sold out of Silicon Motion (SIMO) in Q2 2023, closing a stake of 68 shares — an estimated $4.46K sold.

WealthPLAN Partners first reported a position in SIMO in Q1 2023 and held it in 1 quarter. The position peaked at $4.46K in Q1 2023. 200 funds tracked by Wall St. Rank hold SIMO as of Q2 2023.

  • WealthPLAN Partners reported no remaining Silicon Motion position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 68 Silicon Motion shares in Q2 2023, an estimated $4.46K.
  • WealthPLAN Partners first reported a position in Silicon Motion in Q1 2023 and held it in 1 quarter.
  • WealthPLAN Partners's Silicon Motion position peaked at $4.46K in Q1 2023.
  • 200 funds tracked by Wall St. Rank held Silicon Motion as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.