USA Financial Formulas’s PDF Solutions PDFS Stock Holding History

USA Financial Formulas’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 Q3	–	Sell	-70	Closed	-$3.16K	–	534
2023 Q2	$3.16K	Buy	+70	New	+$2.86K	﹤0.01%	256

Other funds holding PDFS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Samjo Capital New York $254M AUM 36.81% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

NIM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

USA Financial Formulas's PDFS Position: Q3 2023 in Review

USA Financial Formulas sold out of PDF Solutions (PDFS) in Q3 2023, closing a stake of 70 shares — an estimated $3.16K sold.

USA Financial Formulas first reported a position in PDFS in Q2 2023 and held it in 1 quarter. The position peaked at $3.16K in Q2 2023. 183 funds tracked by Wall St. Rank hold PDFS as of Q3 2023.

USA Financial Formulas reported no remaining PDF Solutions position as of Q3 2023 after selling out during the quarter.
USA Financial Formulas sold 70 PDF Solutions shares in Q3 2023, an estimated $3.16K.
USA Financial Formulas first reported a position in PDF Solutions in Q2 2023 and held it in 1 quarter.
USA Financial Formulas's PDF Solutions position peaked at $3.16K in Q2 2023.
183 funds tracked by Wall St. Rank held PDF Solutions as of Q3 2023.

Based on USA Financial Formulas's 13F filing for Q3 2023, filed 27 Nov 2023.