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MassMutual Private Wealth & Trust’s Xperi XPER Stock Holding History

MassMutual Private Wealth & Trust’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
2023
Q4 		– Sell
-153
Closed -$1.51K – 2111
2023
Q3 		$1.51K Hold
153
– – ﹤0.01% 1580
2023
Q2 		$2.01K Sell
153
-120
-44% -$1.3K ﹤0.01% 1465
2023
Q1 		$2.98K Buy
+273
New +$2.85K ﹤0.01% 1300

Other funds holding XPER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CC
Clearline Capital New York $1.68B AUM 53.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MassMutual Private Wealth & Trust's XPER Position: Q4 2023 in Review

MassMutual Private Wealth & Trust sold out of Xperi (XPER) in Q4 2023, closing a stake of 153 shares — an estimated $1.51K sold.

MassMutual Private Wealth & Trust first reported a position in XPER in Q1 2023 and held it in 3 quarters. The position peaked at $2.98K in Q1 2023. 173 funds tracked by Wall St. Rank hold XPER as of Q4 2023.

  • MassMutual Private Wealth & Trust reported no remaining Xperi position as of Q4 2023 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 153 Xperi shares in Q4 2023, an estimated $1.51K.
  • MassMutual Private Wealth & Trust first reported a position in Xperi in Q1 2023 and held it in 3 quarters.
  • MassMutual Private Wealth & Trust's Xperi position peaked at $2.98K in Q1 2023.
  • 173 funds tracked by Wall St. Rank held Xperi as of Q4 2023.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2023, filed 3 Jan 2024.