SWM
IDCC icon

Selective Wealth Management’s InterDigital IDCC Stock Holding History

Selective Wealth Management’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
Q4 		– Sell
-40
Closed -$2K – 394
2022
Q3 		$2K Hold
40
– – ﹤0.01% 671
2022
Q2 		$2K Hold
40
– – ﹤0.01% 693
2022
Q1 		$3K Hold
40
– – ﹤0.01% 635
2021
Q4 		$3K Hold
40
– – ﹤0.01% 581
2021
Q3 		$3K Hold
40
– – ﹤0.01% 521
2021
Q2 		$3K Hold
40
– – ﹤0.01% 441
2021
Q1 		$3K Hold
40
– – ﹤0.01% 343
2020
Q4 		$2K Hold
40
– – ﹤0.01% 337
2020
Q3 		$2K Hold
40
– – ﹤0.01% 283
2020
Q2 		$2K Buy
+40
New +$2.13K ﹤0.01% 376

Other funds holding IDCC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SRFM
Shannon River Fund Management New York $524M AUM 90.54% 1-Year Est. Return