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Simplicity Wealth’s InterDigital IDCC Stock Holding History

Simplicity Wealth’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
2024
Q4 		– Sell
-4,696
Closed -$665K – 430
2024
Q3 		$665K Buy
4,696
+69
+1% +$9.04K 0.06% 248
2024
Q2 		$539K Buy
4,627
+26
+0.6% +$2.78K 0.01% 728
2024
Q1 		$490K Buy
+4,601
New +$486K 0.01% 744

Other funds holding IDCC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $113B AUM 38.87% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Simplicity Wealth's IDCC Position: Q4 2024 in Review

Simplicity Wealth sold out of InterDigital (IDCC) in Q4 2024, closing a stake of 4,696 shares — an estimated $665K sold.

Simplicity Wealth first reported a position in IDCC in Q1 2024 and held it in 3 quarters. The position peaked at $665K in Q3 2024. 425 funds tracked by Wall St. Rank hold IDCC as of Q4 2024.

  • Simplicity Wealth reported no remaining InterDigital position as of Q4 2024 after selling out during the quarter.
  • Simplicity Wealth sold 4,696 InterDigital shares in Q4 2024, an estimated $665K.
  • Simplicity Wealth first reported a position in InterDigital in Q1 2024 and held it in 3 quarters.
  • Simplicity Wealth's InterDigital position peaked at $665K in Q3 2024.
  • 425 funds tracked by Wall St. Rank held InterDigital as of Q4 2024.

Based on Simplicity Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.