Sageworth Trust’s PDF Solutions PDFS Stock Holding History

Sageworth Trust’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
2022 Q1	–	Sell	-34	Closed	-$1K	–	653
2021 Q4	$1K	Sell	34 -116	-77%	-$3.23K	﹤0.01%	745
2021 Q3	$3K	Hold	150	–	–	﹤0.01%	772
2021 Q2	$3K	Buy	+150	New	+$2.69K	﹤0.01%	814

Other funds holding PDFS

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CPA

Cowen Prime Advisors New York $290M AUM 57.8% 1-Year Est. Return

Samjo Capital New York $254M AUM 36.81% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

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

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

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

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

Sageworth Trust's PDFS Position: Q1 2022 in Review

Sageworth Trust sold out of PDF Solutions (PDFS) in Q1 2022, closing a stake of 34 shares — an estimated $1K sold.

Sageworth Trust first reported a position in PDFS in Q2 2021 and held it in 3 quarters. The position peaked at $3K in Q3 2021. 129 funds tracked by Wall St. Rank hold PDFS as of Q1 2022.

Sageworth Trust reported no remaining PDF Solutions position as of Q1 2022 after selling out during the quarter.
Sageworth Trust sold 34 PDF Solutions shares in Q1 2022, an estimated $1K.
Sageworth Trust first reported a position in PDF Solutions in Q2 2021 and held it in 3 quarters.
Sageworth Trust's PDF Solutions position peaked at $3K in Q3 2021.
129 funds tracked by Wall St. Rank held PDF Solutions as of Q1 2022.

Based on Sageworth Trust's 13F filing for Q1 2022, filed 6 May 2022.