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LGT Financial Advisors’s InterDigital IDCC Stock Holding History

LGT Financial 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
2025
Q1 		– Sell
-40
Closed -$7.75K – 506
2024
Q4 		$7.75K Hold
40
– – 0.02% 484
2024
Q3 		$5.67K Hold
40
– – 0.01% 508
2024
Q2 		$4.66K Hold
40
– – 0.01% 603
2024
Q1 		$4.26K Hold
40
– – ﹤0.01% 644
2023
Q4 		$4.34K Hold
40
– – 0.01% 662
2023
Q3 		$3.21K Buy
+40
New +$3.48K ﹤0.01% 708

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

LGT Financial Advisors's IDCC Position: Q1 2025 in Review

LGT Financial Advisors sold out of InterDigital (IDCC) in Q1 2025, closing a stake of 40 shares — an estimated $7.75K sold.

LGT Financial Advisors first reported a position in IDCC in Q3 2023 and held it in 6 quarters. The position peaked at $7.75K in Q4 2024. 480 funds tracked by Wall St. Rank hold IDCC as of Q1 2025.

  • LGT Financial Advisors reported no remaining InterDigital position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 40 InterDigital shares in Q1 2025, an estimated $7.75K.
  • LGT Financial Advisors first reported a position in InterDigital in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's InterDigital position peaked at $7.75K in Q4 2024.
  • 480 funds tracked by Wall St. Rank held InterDigital as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.