TCI Wealth Advisors’s PDF Solutions PDFS Stock Holding History

TCI 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 Q2	–	Sell	-248	Closed	-$10.5K	–	1635
2023 Q1	$10.5K	Hold	248	–	–	﹤0.01%	1060
2022 Q4	$7.07K	Hold	248	–	–	﹤0.01%	1304
2022 Q3	$6K	Hold	248	–	–	﹤0.01%	1366
2022 Q2	$5K	Buy	248 +171	+222%	+$3.95K	﹤0.01%	1516
2022 Q1	$2K	Hold	77	–	–	﹤0.01%	2013
2021 Q4	$2K	Hold	77	–	–	﹤0.01%	2106
2021 Q3	$2K	Hold	77	–	–	﹤0.01%	2162
2021 Q2	$1K	Hold	77	–	–	﹤0.01%	2238
2021 Q1	$1K	Hold	77	–	–	﹤0.01%	2097
2020 Q4	$2K	Hold	77	–	–	﹤0.01%	1251
2020 Q3	$1K	Hold	77	–	–	﹤0.01%	1388
2020 Q2	$2K	Hold	77	–	–	﹤0.01%	1098
2020 Q1	$1K	Hold	77	–	–	﹤0.01%	1311
2019 Q4	$1K	Hold	77	–	–	﹤0.01%	1404
2019 Q3	$1K	Hold	77	–	–	﹤0.01%	1355
2019 Q2	$1K	Hold	77	–	–	﹤0.01%	1270
2019 Q1	$1K	Hold	77	–	–	﹤0.01%	1277
2018 Q4	$1K	Buy	+77	New	+$653	﹤0.01%	1276
2018 Q2	–	Sell	-49	Closed	-$1K	–	1575
2018 Q1	$1K	Buy	+49	New	+$651	﹤0.01%	1195

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

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 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

CPA

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

NIM

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

TCI Wealth Advisors's PDFS Position: Q2 2023 in Review

TCI Wealth Advisors sold out of PDF Solutions (PDFS) in Q2 2023, closing a stake of 248 shares — an estimated $10.5K sold.

TCI Wealth Advisors first reported a position in PDFS in Q1 2018 and held it in 19 quarters. The position peaked at $10.5K in Q1 2023. 180 funds tracked by Wall St. Rank hold PDFS as of Q2 2023.

TCI Wealth Advisors reported no remaining PDF Solutions position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 248 PDF Solutions shares in Q2 2023, an estimated $10.5K.
TCI Wealth Advisors first reported a position in PDF Solutions in Q1 2018 and held it in 19 quarters.
TCI Wealth Advisors's PDF Solutions position peaked at $10.5K in Q1 2023.
180 funds tracked by Wall St. Rank held PDF Solutions as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.