Aspetuck Financial Management’s Xperi XPER Stock Holding History

Aspetuck Financial Management’s Portfolio XPER Stock Details XPER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-70	Closed	-$719	–	196
2024 Q4	$719	Buy	+70	New	+$654	﹤0.01%	196

Other funds holding XPER

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Clearline Capital New York $1.68B AUM 53.07% 1-Year Est. Return

Aspetuck Financial Management's XPER Position: Q1 2025 in Review

Aspetuck Financial Management sold out of Xperi (XPER) in Q1 2025, closing a stake of 70 shares — an estimated $719 sold.

Aspetuck Financial Management first reported a position in XPER in Q4 2024 and held it in 1 quarter. The position peaked at $719 in Q4 2024. 149 funds tracked by Wall St. Rank hold XPER as of Q1 2025.

Aspetuck Financial Management reported no remaining Xperi position as of Q1 2025 after selling out during the quarter.
Aspetuck Financial Management sold 70 Xperi shares in Q1 2025, an estimated $719.
Aspetuck Financial Management first reported a position in Xperi in Q4 2024 and held it in 1 quarter.
Aspetuck Financial Management's Xperi position peaked at $719 in Q4 2024.
149 funds tracked by Wall St. Rank held Xperi as of Q1 2025.

Based on Aspetuck Financial Management's 13F filing for Q1 2025, filed 23 Apr 2025.