CPA
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Capital Performance Advisors’s InterDigital IDCC Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-30
Closed -$4.25K – 1318
2024
Q3 		$4.25K Buy
+30
New +$3.93K ﹤0.01% 1182

Other funds holding IDCC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $95.5B AUM 28.4% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Capital Performance Advisors's IDCC Position: Q4 2024 in Review

Capital Performance Advisors sold out of InterDigital (IDCC) in Q4 2024, closing a stake of 30 shares — an estimated $4.25K sold.

Capital Performance Advisors first reported a position in IDCC in Q3 2024 and held it in 1 quarter. The position peaked at $4.25K in Q3 2024. 425 funds tracked by Wall St. Rank hold IDCC as of Q4 2024.

  • Capital Performance Advisors reported no remaining InterDigital position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 30 InterDigital shares in Q4 2024, an estimated $4.25K.
  • Capital Performance Advisors first reported a position in InterDigital in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's InterDigital position peaked at $4.25K in Q3 2024.
  • 425 funds tracked by Wall St. Rank held InterDigital as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.