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Moran Wealth Management’s PDF Solutions PDFS Stock Holding History

Moran 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
2023
Q3 		– Sell
-5,913
Closed -$267K – 407
2023
Q2 		$267K Buy
+5,913
New +$241K 0.01% 360

Other funds holding PDFS

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SC
Samjo Capital New York $254M AUM 36.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Moran Wealth Management's PDFS Position: Q3 2023 in Review

Moran Wealth Management sold out of PDF Solutions (PDFS) in Q3 2023, closing a stake of 5,913 shares — an estimated $267K sold.

Moran Wealth Management first reported a position in PDFS in Q2 2023 and held it in 1 quarter. The position peaked at $267K in Q2 2023. 183 funds tracked by Wall St. Rank hold PDFS as of Q3 2023.

  • Moran Wealth Management reported no remaining PDF Solutions position as of Q3 2023 after selling out during the quarter.
  • Moran Wealth Management sold 5,913 PDF Solutions shares in Q3 2023, an estimated $267K.
  • Moran Wealth Management first reported a position in PDF Solutions in Q2 2023 and held it in 1 quarter.
  • Moran Wealth Management's PDF Solutions position peaked at $267K in Q2 2023.
  • 183 funds tracked by Wall St. Rank held PDF Solutions as of Q3 2023.

Based on Moran Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.