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Toth Financial Advisory’s PDF Solutions PDFS Stock Holding History

Toth Financial Advisory’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
-2,120
Closed -$89.9K – 864
2023
Q1 		$89.9K Sell
2,120
-1,010
-32% -$35.4K 0.01% 228
2022
Q4 		$89.3K Buy
3,130
+630
+25% +$17K 0.01% 232
2022
Q3 		$61K Buy
+2,500
New +$63.2K 0.01% 253

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
CPA
Cowen Prime Advisors New York $290M AUM 57.8% 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
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

Toth Financial Advisory's PDFS Position: Q2 2023 in Review

Toth Financial Advisory sold out of PDF Solutions (PDFS) in Q2 2023, closing a stake of 2,120 shares — an estimated $89.9K sold.

Toth Financial Advisory first reported a position in PDFS in Q3 2022 and held it in 3 quarters. The position peaked at $89.9K in Q1 2023. 180 funds tracked by Wall St. Rank hold PDFS as of Q2 2023.

  • Toth Financial Advisory reported no remaining PDF Solutions position as of Q2 2023 after selling out during the quarter.
  • Toth Financial Advisory sold 2,120 PDF Solutions shares in Q2 2023, an estimated $89.9K.
  • Toth Financial Advisory first reported a position in PDF Solutions in Q3 2022 and held it in 3 quarters.
  • Toth Financial Advisory's PDF Solutions position peaked at $89.9K in Q1 2023.
  • 180 funds tracked by Wall St. Rank held PDF Solutions as of Q2 2023.

Based on Toth Financial Advisory's 13F filing for Q2 2023, filed 24 Jul 2023.