Lenox Wealth Advisors’s InterDigital IDCC Stock Holding History

Lenox 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
2022 Q1	–	Sell	-13	Closed	-$1K	–	872
2021 Q4	$1K	Buy	+13	New	+$906	﹤0.01%	851
2021 Q2	–	Sell	-27	Closed	-$2K	–	747
2021 Q1	$2K	Buy	+27	New	+$1.76K	﹤0.01%	611

Other funds holding IDCC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Lenox Wealth Advisors's IDCC Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of InterDigital (IDCC) in Q1 2022, closing a stake of 13 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in IDCC in Q1 2021 and held it in 2 quarters. The position peaked at $2K in Q1 2021. 228 funds tracked by Wall St. Rank hold IDCC as of Q1 2022.

Lenox Wealth Advisors reported no remaining InterDigital position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 13 InterDigital shares in Q1 2022, an estimated $1K.
Lenox Wealth Advisors first reported a position in InterDigital in Q1 2021 and held it in 2 quarters.
Lenox Wealth Advisors's InterDigital position peaked at $2K in Q1 2021.
228 funds tracked by Wall St. Rank held InterDigital as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.