Avantax Advisory Services’s InterDigital IDCC Stock Holding History

Avantax Advisory Services’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
2025 Q2	$407K	Sell	1,816 -143	-7%	-$30.3K	﹤0.01%	1713
2025 Q1	$405K	Buy	1,959 +140	+8%	+$28.2K	﹤0.01%	1649
2024 Q4	$352K	Sell	1,819 -155	-8%	-$27.1K	﹤0.01%	1674
2024 Q3	$280K	Buy	1,974 +11	+0.6%	+$1.44K	﹤0.01%	1810
2024 Q2	$229K	Buy	+1,963	New	+$210K	﹤0.01%	1880
2024 Q1	–	Sell	-2,063	Closed	-$224K	–	1699
2023 Q4	$224K	Buy	+2,063	New	+$191K	﹤0.01%	1414

Other funds holding IDCC

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Avantax Advisory Services's IDCC Position: Q2 2025 in Review

Avantax Advisory Services reduced its InterDigital (IDCC) stake by 7.3% in Q2 2025, selling an estimated $30.3K and leaving 1,816 shares worth $407K. The position accounts for ﹤0.01% of the portfolio, ranked #1713.

Avantax Advisory Services first reported a position in IDCC in Q4 2023 and has held it in 6 quarters since. 508 funds tracked by Wall St. Rank hold IDCC as of Q2 2025.

Avantax Advisory Services held 1,816 shares of InterDigital worth $407K as of Q2 2025.
Avantax Advisory Services sold 143 InterDigital shares in Q2 2025, an estimated $30.3K.
InterDigital made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1713 holding.
Avantax Advisory Services first reported a position in InterDigital in Q4 2023 and has held it in 6 quarters since.
508 funds tracked by Wall St. Rank held InterDigital as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.