AWM
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Avior Wealth Management’s PDF Solutions PDFS Stock Holding History

Avior Wealth Management’s Portfolio PDFS Stock Details PDFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-111
Closed -$3K – 1864
2024
Q4 		$3K Sell
111
-6
-5% -$181 ﹤0.01% 2031
2024
Q3 		$3.71K Buy
117
+36
+44% +$1.17K ﹤0.01% 1870
2024
Q2 		$2.95K Sell
81
-384
-83% -$12.8K ﹤0.01% 1868
2024
Q1 		$15.7K Buy
+465
New +$15.3K ﹤0.01% 1708

Other funds holding PDFS

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
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
SM
Samjo Management New York $231M AUM 13.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avior Wealth Management's PDFS Position: Q1 2025 in Review

Avior Wealth Management sold out of PDF Solutions (PDFS) in Q1 2025, closing a stake of 111 shares — an estimated $3K sold.

Avior Wealth Management first reported a position in PDFS in Q1 2024 and held it in 4 quarters. The position peaked at $15.7K in Q1 2024. 168 funds tracked by Wall St. Rank hold PDFS as of Q1 2025.

  • Avior Wealth Management reported no remaining PDF Solutions position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 111 PDF Solutions shares in Q1 2025, an estimated $3K.
  • Avior Wealth Management first reported a position in PDF Solutions in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's PDF Solutions position peaked at $15.7K in Q1 2024.
  • 168 funds tracked by Wall St. Rank held PDF Solutions as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.