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Precision Wealth Strategies’s InterDigital IDCC Stock Holding History

Precision Wealth Strategies’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
-2,725
Closed -$528K – 108
2024
Q4 		$528K Buy
+2,725
New +$476K 0.41% 44
2023
Q4 		– Sell
-2,533
Closed -$203K – 97
2023
Q3 		$203K Buy
+2,533
New +$220K 0.22% 77

Other funds holding IDCC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $95.5B AUM 28.4% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Precision Wealth Strategies's IDCC Position: Q1 2025 in Review

Precision Wealth Strategies sold out of InterDigital (IDCC) in Q1 2025, closing a stake of 2,725 shares — an estimated $528K sold.

Precision Wealth Strategies first reported a position in IDCC in Q3 2023 and held it in 2 quarters. The position peaked at $528K in Q4 2024. 480 funds tracked by Wall St. Rank hold IDCC as of Q1 2025.

  • Precision Wealth Strategies reported no remaining InterDigital position as of Q1 2025 after selling out during the quarter.
  • Precision Wealth Strategies sold 2,725 InterDigital shares in Q1 2025, an estimated $528K.
  • Precision Wealth Strategies first reported a position in InterDigital in Q3 2023 and held it in 2 quarters.
  • Precision Wealth Strategies's InterDigital position peaked at $528K in Q4 2024.
  • 480 funds tracked by Wall St. Rank held InterDigital as of Q1 2025.

Based on Precision Wealth Strategies's 13F filing for Q1 2025, filed 17 Apr 2025.