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Synergy Asset Management’s PDF Solutions PDFS Stock Holding History

Synergy Asset 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
2025
Q1 		– Sell
-20
Closed -$634 – 619
2024
Q4 		$634 Buy
+20
New +$603 ﹤0.01% 757

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NIM
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WA
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State Street
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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
SM
Samjo Management New York $231M AUM 13.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Synergy Asset Management's PDFS Position: Q1 2025 in Review

Synergy Asset Management sold out of PDF Solutions (PDFS) in Q1 2025, closing a stake of 20 shares — an estimated $634 sold.

Synergy Asset Management first reported a position in PDFS in Q4 2024 and held it in 1 quarter. The position peaked at $634 in Q4 2024. 168 funds tracked by Wall St. Rank hold PDFS as of Q1 2025.

  • Synergy Asset Management reported no remaining PDF Solutions position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 20 PDF Solutions shares in Q1 2025, an estimated $634.
  • Synergy Asset Management first reported a position in PDF Solutions in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's PDF Solutions position peaked at $634 in Q4 2024.
  • 168 funds tracked by Wall St. Rank held PDF Solutions as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.