AWM
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Avior Wealth Management’s InterDigital IDCC Stock Holding History

Avior Wealth Management’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
2024
Q2 		– Sell
-5
Closed -$532 – 2946
2024
Q1 		$532 Buy
+5
New +$528 ﹤0.01% 2552
2023
Q3 		– Sell
-52
Closed -$4.52K – 1636
2023
Q2 		$5.02K Buy
+52
New +$4.21K ﹤0.01% 1165

Other funds holding IDCC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Avior Wealth Management's IDCC Position: Q2 2024 in Review

Avior Wealth Management sold out of InterDigital (IDCC) in Q2 2024, closing a stake of 5 shares — an estimated $532 sold.

Avior Wealth Management first reported a position in IDCC in Q2 2023 and held it in 2 quarters. The position peaked at $5.02K in Q2 2023. 345 funds tracked by Wall St. Rank hold IDCC as of Q2 2024.

  • Avior Wealth Management reported no remaining InterDigital position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 5 InterDigital shares in Q2 2024, an estimated $532.
  • Avior Wealth Management first reported a position in InterDigital in Q2 2023 and held it in 2 quarters.
  • Avior Wealth Management's InterDigital position peaked at $5.02K in Q2 2023.
  • 345 funds tracked by Wall St. Rank held InterDigital as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.