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Harvest Group Wealth Management’s PDF Solutions PDFS Stock Holding History

Harvest Group 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
2020
Q1 		– Sell
-107
Closed -$1K – 872
2019
Q4 		$1K Hold
107
– – ﹤0.01% 832
2019
Q3 		$1K Hold
107
– – ﹤0.01% 900
2019
Q2 		$1K Hold
107
– – ﹤0.01% 780
2019
Q1 		$1K Buy
+107
New +$1.18K ﹤0.01% 821

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Vanguard Group
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CPA
Cowen Prime Advisors New York $290M AUM 57.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Harvest Group Wealth Management's PDFS Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of PDF Solutions (PDFS) in Q1 2020, closing a stake of 107 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in PDFS in Q1 2019 and held it in 4 quarters. The position peaked at $1K in Q4 2019. 98 funds tracked by Wall St. Rank hold PDFS as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining PDF Solutions position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 107 PDF Solutions shares in Q1 2020, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in PDF Solutions in Q1 2019 and held it in 4 quarters.
  • Harvest Group Wealth Management's PDF Solutions position peaked at $1K in Q4 2019.
  • 98 funds tracked by Wall St. Rank held PDF Solutions as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.