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Total Clarity Wealth Management’s PDF Solutions PDFS Stock Holding History

Total Clarity Wealth 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
2022
Q3 		– Sell
-357
Closed -$8K – 762
2022
Q2 		$8K Buy
+357
New +$8.25K ﹤0.01% 723
2022
Q1 		– Sell
-328
Closed -$10K – 701
2021
Q4 		$10K Buy
328
+12
+4% +$334 ﹤0.01% 701
2021
Q3 		$7K Buy
+316
New +$6.51K ﹤0.01% 762
2021
Q2 		– Sell
-346
Closed -$6K – 579
2021
Q1 		$6K Buy
+346
New +$6.86K ﹤0.01% 659

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
CPA
Cowen Prime Advisors New York $290M AUM 57.8% 1-Year Est. Return
SC
Samjo Capital New York $254M AUM 36.81% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Total Clarity Wealth Management's PDFS Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of PDF Solutions (PDFS) in Q3 2022, closing a stake of 357 shares — an estimated $8K sold.

Total Clarity Wealth Management first reported a position in PDFS in Q1 2021 and held it in 4 quarters. The position peaked at $10K in Q4 2021. 136 funds tracked by Wall St. Rank hold PDFS as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining PDF Solutions position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 357 PDF Solutions shares in Q3 2022, an estimated $8K.
  • Total Clarity Wealth Management first reported a position in PDF Solutions in Q1 2021 and held it in 4 quarters.
  • Total Clarity Wealth Management's PDF Solutions position peaked at $10K in Q4 2021.
  • 136 funds tracked by Wall St. Rank held PDF Solutions as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.