SWA
PDFS icon

Sutton Wealth Advisors’s PDF Solutions PDFS Stock Holding History

Sutton Wealth 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
2023
Q1 		– Sell
-724
Closed -$20.6K – 1350
2022
Q4 		$20.6K Buy
724
+5
+0.7% +$135 0.01% 683
2022
Q3 		$17.6K Hold
719
– – 0.01% 703
2022
Q2 		$15.5K Sell
719
-12
-2% -$277 0.01% 752
2022
Q1 		$20.4K Buy
731
+5
+0.7% +$140 0.01% 706
2021
Q4 		$23.1K Buy
726
+7
+1% +$195 0.01% 662
2021
Q3 		$16.6K Hold
719
– – 0.01% 752
2021
Q2 		$13.1K Hold
719
– – ﹤0.01% 824
2021
Q1 		$12.8K Hold
719
– – 0.01% 804
2020
Q4 		$15.5K Hold
719
– – 0.01% 677
2020
Q3 		$13.5K Hold
719
– – 0.01% 656
2020
Q2 		$14.1K Hold
719
– – 0.01% 625
2020
Q1 		$8.43K Hold
719
– – 0.01% 702
2019
Q4 		$12.1K Hold
719
– – 0.01% 761
2019
Q3 		$9.4K Hold
719
– – 0.01% 801
2019
Q2 		$9.43K Hold
719
– – 0.01% 781
2019
Q1 		$8.88K Hold
719
– – 0.01% 812
2018
Q4 		$6.06K Buy
+719
New +$6.1K ﹤0.01% 852
2018
Q1 		– Sell
-479
Closed -$7.52K – 1141
2017
Q4 		$7.52K Buy
+479
New +$7.69K 0.01% 840

Other funds holding PDFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
CPA
Cowen Prime Advisors New York $290M AUM 57.8% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
SC
Samjo Capital New York $254M AUM 36.81% 1-Year Est. Return

Sutton Wealth Advisors's PDFS Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of PDF Solutions (PDFS) in Q1 2023, closing a stake of 724 shares — an estimated $20.6K sold.

Sutton Wealth Advisors first reported a position in PDFS in Q4 2017 and held it in 18 quarters. The position peaked at $23.1K in Q4 2021. 177 funds tracked by Wall St. Rank hold PDFS as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining PDF Solutions position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 724 PDF Solutions shares in Q1 2023, an estimated $20.6K.
  • Sutton Wealth Advisors first reported a position in PDF Solutions in Q4 2017 and held it in 18 quarters.
  • Sutton Wealth Advisors's PDF Solutions position peaked at $23.1K in Q4 2021.
  • 177 funds tracked by Wall St. Rank held PDF Solutions as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.