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	–	393
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SRFM

Shannon River Fund Management New York $1.12B AUM 150.26% 1-Year Est. Return

Selective Wealth Management's IDCC Position: Q4 2022 in Review

Selective Wealth Management sold out of InterDigital (IDCC) in Q4 2022, closing a stake of 40 shares — an estimated $2K sold.

Selective Wealth Management first reported a position in IDCC in Q2 2020 and held it in 10 quarters. The position peaked at $3K in Q1 2022. 231 funds tracked by Wall St. Rank hold IDCC as of Q4 2022.

Selective Wealth Management reported no remaining InterDigital position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 40 InterDigital shares in Q4 2022, an estimated $2K.
Selective Wealth Management first reported a position in InterDigital in Q2 2020 and held it in 10 quarters.
Selective Wealth Management's InterDigital position peaked at $3K in Q1 2022.
231 funds tracked by Wall St. Rank held InterDigital as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.