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JOYN Advisors’s PDF Solutions PDFS Stock Holding History

JOYN 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
2019
Q1 		– Sell
-239
Closed -$2K – 1027
2018
Q4 		$2K Sell
239
-59
-20% -$500 ﹤0.01% 1517
2018
Q3 		$3K Sell
298
-288
-49% -$2.9K ﹤0.01% 1370
2018
Q2 		$7K Buy
586
+515
+725% +$6.15K ﹤0.01% 1034
2018
Q1 		$1K Buy
+71
New +$944 ﹤0.01% 1210

Other funds holding PDFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VCA
VIEX Capital Advisors Sunny Isles Beach, Florida $30.9M AUM 55.48% 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
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
FIM
Foresters Investment Management New York $5.05B AUM 5.06% 1-Year Est. Return

JOYN Advisors's PDFS Position: Q1 2019 in Review

JOYN Advisors sold out of PDF Solutions (PDFS) in Q1 2019, closing a stake of 239 shares — an estimated $2K sold.

JOYN Advisors first reported a position in PDFS in Q1 2018 and held it in 4 quarters. The position peaked at $7K in Q2 2018. 102 funds tracked by Wall St. Rank hold PDFS as of Q1 2019.

  • JOYN Advisors reported no remaining PDF Solutions position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 239 PDF Solutions shares in Q1 2019, an estimated $2K.
  • JOYN Advisors first reported a position in PDF Solutions in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's PDF Solutions position peaked at $7K in Q2 2018.
  • 102 funds tracked by Wall St. Rank held PDF Solutions as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.