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Clearview Wealth Advisors’s InterDigital IDCC Stock Holding History

Clearview Wealth 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
-40
Closed -$2K – 686
2022
Q4 		$2K Sell
40
-80
-67% -$3.9K ﹤0.01% 478
2022
Q3 		$5K Buy
+120
New +$6.47K ﹤0.01% 412

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
SRFM
Shannon River Fund Management New York $1.12B AUM 150.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Clearview Wealth Advisors's IDCC Position: Q1 2023 in Review

Clearview Wealth Advisors sold out of InterDigital (IDCC) in Q1 2023, closing a stake of 40 shares — an estimated $2K sold.

Clearview Wealth Advisors first reported a position in IDCC in Q3 2022 and held it in 2 quarters. The position peaked at $5K in Q3 2022. 258 funds tracked by Wall St. Rank hold IDCC as of Q1 2023.

  • Clearview Wealth Advisors reported no remaining InterDigital position as of Q1 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 40 InterDigital shares in Q1 2023, an estimated $2K.
  • Clearview Wealth Advisors first reported a position in InterDigital in Q3 2022 and held it in 2 quarters.
  • Clearview Wealth Advisors's InterDigital position peaked at $5K in Q3 2022.
  • 258 funds tracked by Wall St. Rank held InterDigital as of Q1 2023.

Based on Clearview Wealth Advisors's 13F filing for Q1 2023, filed 12 Apr 2023.