Blue Trust Inc’s PDF Solutions PDFS Stock Holding History

Blue Trust Inc’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
2024 Q4	–	Sell	-42	Closed	-$1.53K	–	2835
2024 Q3	$1.53K	Buy	+42	New	+$1.36K	﹤0.01%	2630

Other funds holding PDFS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Samjo Management New York $231M AUM 13.04% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RIM

Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

Blue Trust Inc's PDFS Position: Q4 2024 in Review

Blue Trust Inc sold out of PDF Solutions (PDFS) in Q4 2024, closing a stake of 42 shares — an estimated $1.53K sold.

Blue Trust Inc first reported a position in PDFS in Q3 2024 and held it in 1 quarter. The position peaked at $1.53K in Q3 2024. 178 funds tracked by Wall St. Rank hold PDFS as of Q4 2024.

Blue Trust Inc reported no remaining PDF Solutions position as of Q4 2024 after selling out during the quarter.
Blue Trust Inc sold 42 PDF Solutions shares in Q4 2024, an estimated $1.53K.
Blue Trust Inc first reported a position in PDF Solutions in Q3 2024 and held it in 1 quarter.
Blue Trust Inc's PDF Solutions position peaked at $1.53K in Q3 2024.
178 funds tracked by Wall St. Rank held PDF Solutions as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.