Bartlett & Co Wealth Management’s InterDigital IDCC Stock Holding History

Bartlett & Co 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
2021 Q1	–	Sell	-200	Closed	-$12.1K	–	1146
2020 Q4	$12.1K	Hold	200	–	–	﹤0.01%	712
2020 Q3	$11.4K	Hold	200	–	–	﹤0.01%	664
2020 Q2	$11.3K	Hold	200	–	–	﹤0.01%	666
2020 Q1	$8.93K	Hold	200	–	–	﹤0.01%	671
2019 Q4	$10.9K	Hold	200	–	–	﹤0.01%	721
2019 Q3	$10.5K	Hold	200	–	–	﹤0.01%	732
2019 Q2	$12.9K	Hold	200	–	–	﹤0.01%	570
2019 Q1	$13.2K	Hold	200	–	–	﹤0.01%	559
2018 Q4	$13.3K	Hold	200	–	–	﹤0.01%	553
2018 Q3	$16K	Hold	200	–	–	﹤0.01%	563
2018 Q2	$16.2K	Hold	200	–	–	﹤0.01%	554
2018 Q1	$14.7K	Buy	+200	New	+$15.3K	﹤0.01%	568

Other funds holding IDCC

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

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

SRFM

Shannon River Fund Management New York $1.12B AUM 150.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Bartlett & Co Wealth Management's IDCC Position: Q1 2021 in Review

Bartlett & Co Wealth Management sold out of InterDigital (IDCC) in Q1 2021, closing a stake of 200 shares — an estimated $12.1K sold.

Bartlett & Co Wealth Management first reported a position in IDCC in Q1 2018 and held it in 12 quarters. The position peaked at $16.2K in Q2 2018. 219 funds tracked by Wall St. Rank hold IDCC as of Q1 2021.

Bartlett & Co Wealth Management reported no remaining InterDigital position as of Q1 2021 after selling out during the quarter.
Bartlett & Co Wealth Management sold 200 InterDigital shares in Q1 2021, an estimated $12.1K.
Bartlett & Co Wealth Management first reported a position in InterDigital in Q1 2018 and held it in 12 quarters.
Bartlett & Co Wealth Management's InterDigital position peaked at $16.2K in Q2 2018.
219 funds tracked by Wall St. Rank held InterDigital as of Q1 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2021, filed 14 Feb 2024.