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Confluence Wealth Services’s InterDigital IDCC Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-607
Closed -$43K – 656
2021
Q4 		$43K Buy
+607
New +$42.3K 0.01% 504

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Fidelity International
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State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DGI
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

Confluence Wealth Services's IDCC Position: Q1 2022 in Review

Confluence Wealth Services sold out of InterDigital (IDCC) in Q1 2022, closing a stake of 607 shares — an estimated $43K sold.

Confluence Wealth Services first reported a position in IDCC in Q4 2021 and held it in 1 quarter. The position peaked at $43K in Q4 2021. 228 funds tracked by Wall St. Rank hold IDCC as of Q1 2022.

  • Confluence Wealth Services reported no remaining InterDigital position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 607 InterDigital shares in Q1 2022, an estimated $43K.
  • Confluence Wealth Services first reported a position in InterDigital in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's InterDigital position peaked at $43K in Q4 2021.
  • 228 funds tracked by Wall St. Rank held InterDigital as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.