NFA
XPER icon

Northwest Financial Advisors’s Xperi XPER Stock Holding History

Northwest Financial Advisors’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
Q4 		– Sell
-1
Closed -$9 – 557
2024
Q3 		$9 Buy
+1
New +$8 ﹤0.01% 570
2024
Q1 		– Sell
-1
Closed -$11 – 548
2023
Q4 		$11 Buy
+1
New +$10 ﹤0.01% 562

Other funds holding XPER

RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Northwest Financial Advisors's XPER Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Xperi (XPER) in Q4 2024, closing a stake of 1 share — an estimated $9 sold.

Northwest Financial Advisors first reported a position in XPER in Q4 2023 and held it in 2 quarters. The position peaked at $11 in Q4 2023. 156 funds tracked by Wall St. Rank hold XPER as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Xperi position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 1 Xperi share in Q4 2024, an estimated $9.
  • Northwest Financial Advisors first reported a position in Xperi in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Xperi position peaked at $11 in Q4 2023.
  • 156 funds tracked by Wall St. Rank held Xperi as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.