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Wealthspire Advisors (Maryland)’s PDF Solutions PDFS Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-131
Closed -$2K – 1564
2019
Q1 		$2K Hold
131
– – ﹤0.01% 2183
2018
Q4 		$1K Buy
131
+104
+385% +$882 ﹤0.01% 2307
2018
Q3 		$0 Sell
27
-10
-27% -$101 ﹤0.01% 2472
2018
Q2 		$0 Sell
37
-29
-44% -$346 ﹤0.01% 2540
2018
Q1 		$1K Buy
66
+59
+843% +$784 ﹤0.01% 2376
2017
Q4 		$0 Buy
+7
New +$112 ﹤0.01% 2523

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
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
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PDFS Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of PDF Solutions (PDFS) in Q2 2019, closing a stake of 131 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in PDFS in Q4 2017 and held it in 6 quarters. The position peaked at $2K in Q1 2019. 103 funds tracked by Wall St. Rank hold PDFS as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining PDF Solutions position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 131 PDF Solutions shares in Q2 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in PDF Solutions in Q4 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s PDF Solutions position peaked at $2K in Q1 2019.
  • 103 funds tracked by Wall St. Rank held PDF Solutions as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.