CIA
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Cape Investment Advisory’s InterDigital IDCC Stock Holding History

Cape Investment Advisory’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
Q3 		– Hold
0
– -$2 – 996
2025
Q2 		– Sell
-34
Closed -$7.2K – 1171
2025
Q1 		$7.03K Buy
34
+5
+17% +$1.01K ﹤0.01% 669
2024
Q4 		$5.62K Buy
+29
New +$5.07K ﹤0.01% 710
2024
Q3 		– Hold
0
– – – 957
2024
Q2 		– Hold
0
– – – 929
2024
Q1 		– Hold
0
– – – 935
2023
Q4 		– Hold
0
– – – 1131
2023
Q3 		– Hold
0
– – – 926
2023
Q2 		– Hold
0
– – – 909
2023
Q1 		– Hold
0
– – – 960

Other funds holding IDCC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return