1620 Investment Advisors’s InterDigital IDCC Stock Holding History

1620 Investment Advisors’s Portfolio IDCC Stock Details IDCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$70.5K	Hold	249	–	–	0.04%	286
2026 Q1	$75.2K	Hold	249	–	–	0.05%	269
2025 Q4	$79.3K	Hold	249	–	–	0.05%	258
2025 Q3	$86K	Hold	249	–	–	0.06%	250
2025 Q2	$55.8K	Hold	249	–	–	0.04%	294
2025 Q1	$51.5K	Hold	249	–	–	0.04%	293
2024 Q4	$48.2K	Hold	249	–	–	0.04%	307
2024 Q3	$35.3K	Hold	249	–	–	0.03%	341
2024 Q2	$29K	Buy	+249	New	+$26.6K	0.02%	356
2023 Q3	–	Sell	-9,621	Closed	-$322K	–	153
2023 Q2	$322K	Buy	+9,621	New	+$779K	0.35%	96

Other funds holding IDCC

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return