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SYSTM Wealth Solutions’s PDF Solutions PDFS Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-292
Closed -$10.6K – 477
2024
Q2 		$10.6K Buy
292
+63
+28% +$2.11K ﹤0.01% 473
2024
Q1 		$7.71K Buy
229
+18
+9% +$590 ﹤0.01% 796
2023
Q4 		$6.78K Buy
+211
New +$6.4K ﹤0.01% 866

Other funds holding PDFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 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
SM
Samjo Management New York $231M AUM 13.04% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SYSTM Wealth Solutions's PDFS Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of PDF Solutions (PDFS) in Q3 2024, closing a stake of 292 shares — an estimated $10.6K sold.

SYSTM Wealth Solutions first reported a position in PDFS in Q4 2023 and held it in 3 quarters. The position peaked at $10.6K in Q2 2024. 176 funds tracked by Wall St. Rank hold PDFS as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining PDF Solutions position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 292 PDF Solutions shares in Q3 2024, an estimated $10.6K.
  • SYSTM Wealth Solutions first reported a position in PDF Solutions in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's PDF Solutions position peaked at $10.6K in Q2 2024.
  • 176 funds tracked by Wall St. Rank held PDF Solutions as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.