Centerpoint Advisors’s InterDigital IDCC Stock Holding History

Centerpoint 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
2023 Q1	–	Sell	-200	Closed	-$10K	–	599
2022 Q4	$10K	Hold	200	–	–	﹤0.01%	303
2022 Q3	$8K	Hold	200	–	–	﹤0.01%	232
2022 Q2	$12K	Hold	200	–	–	0.01%	219
2022 Q1	$13K	Hold	200	–	–	0.01%	210
2021 Q4	$14K	Hold	200	–	–	0.01%	197
2021 Q3	$14K	Hold	200	–	–	0.01%	181
2021 Q2	$15K	Hold	200	–	–	0.01%	179
2021 Q1	$13K	Hold	200	–	–	0.01%	153
2020 Q4	$12K	Hold	200	–	–	0.01%	155
2020 Q3	$11K	Hold	200	–	–	0.01%	142
2020 Q2	$11K	Hold	200	–	–	0.01%	153
2020 Q1	$9K	Hold	200	–	–	0.01%	152
2019 Q4	$11K	Hold	200	–	–	0.01%	164
2019 Q3	$10K	Hold	200	–	–	0.01%	161
2019 Q2	$13K	Hold	200	–	–	0.01%	148
2019 Q1	$13K	Hold	200	–	–	0.01%	147
2018 Q4	$13K	Hold	200	–	–	0.01%	147
2018 Q3	$16K	Hold	200	–	–	0.01%	141
2018 Q2	$16K	Hold	200	–	–	0.01%	154
2018 Q1	$15K	Hold	200	–	–	0.01%	144
2017 Q4	$15K	Buy	+200	New	+$14.9K	0.01%	129

Other funds holding IDCC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Shannon River Fund Management New York $524M AUM 90.54% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return