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Capital Performance Advisors’s PDF Solutions PDFS Stock Holding History

Capital Performance Advisors’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
-17
Closed -$539 – 1947
2024
Q3 		$539 Buy
+17
New +$552 ﹤0.01% 2212

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
SM
Samjo Management New York $231M AUM 13.04% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Dimensional Fund Advisors
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

Capital Performance Advisors's PDFS Position: Q4 2024 in Review

Capital Performance Advisors sold out of PDF Solutions (PDFS) in Q4 2024, closing a stake of 17 shares — an estimated $539 sold.

Capital Performance Advisors first reported a position in PDFS in Q3 2024 and held it in 1 quarter. The position peaked at $539 in Q3 2024. 178 funds tracked by Wall St. Rank hold PDFS as of Q4 2024.

  • Capital Performance Advisors reported no remaining PDF Solutions position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 17 PDF Solutions shares in Q4 2024, an estimated $539.
  • Capital Performance Advisors first reported a position in PDF Solutions in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's PDF Solutions position peaked at $539 in Q3 2024.
  • 178 funds tracked by Wall St. Rank held PDF Solutions as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.