Gradient Investments’s Xperi XPER Stock Holding History

Gradient Investments’s Portfolio XPER Stock Details XPER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-40	Closed	-$328	–	1326
2024 Q2	$328	Hold	40	–	–	﹤0.01%	1229
2024 Q1	$482	Hold	40	–	–	﹤0.01%	1022
2023 Q4	$441	Buy	+40	New	+$386	﹤0.01%	1625

Other funds holding XPER

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Clearline Capital New York $1.68B AUM 53.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Gradient Investments's XPER Position: Q3 2024 in Review

Gradient Investments sold out of Xperi (XPER) in Q3 2024, closing a stake of 40 shares — an estimated $328 sold.

Gradient Investments first reported a position in XPER in Q4 2023 and held it in 3 quarters. The position peaked at $482 in Q1 2024. 145 funds tracked by Wall St. Rank hold XPER as of Q3 2024.

Gradient Investments reported no remaining Xperi position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 40 Xperi shares in Q3 2024, an estimated $328.
Gradient Investments first reported a position in Xperi in Q4 2023 and held it in 3 quarters.
Gradient Investments's Xperi position peaked at $482 in Q1 2024.
145 funds tracked by Wall St. Rank held Xperi as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.