AWM
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Axxcess Wealth Management’s InterDigital IDCC Stock Holding History

Axxcess 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
2025
Q1 		– Sell
-6,322
Closed -$1.22M – 894
2024
Q4 		$1.22M Buy
+6,322
New +$1.11M 0.03% 370

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Axxcess Wealth Management's IDCC Position: Q1 2025 in Review

Axxcess Wealth Management sold out of InterDigital (IDCC) in Q1 2025, closing a stake of 6,322 shares — an estimated $1.22M sold.

Axxcess Wealth Management first reported a position in IDCC in Q4 2024 and held it in 1 quarter. The position peaked at $1.22M in Q4 2024. 480 funds tracked by Wall St. Rank hold IDCC as of Q1 2025.

  • Axxcess Wealth Management reported no remaining InterDigital position as of Q1 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 6,322 InterDigital shares in Q1 2025, an estimated $1.22M.
  • Axxcess Wealth Management first reported a position in InterDigital in Q4 2024 and held it in 1 quarter.
  • Axxcess Wealth Management's InterDigital position peaked at $1.22M in Q4 2024.
  • 480 funds tracked by Wall St. Rank held InterDigital as of Q1 2025.

Based on Axxcess Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.