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Spire Wealth Management’s InterDigital IDCC Stock Holding History

Spire 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
2025
Q4 		– Sell
-142
Closed -$49K – 2402
2025
Q3 		$49K Buy
+142
New +$38.6K ﹤0.01% 1242
2025
Q2 		– Sell
-49
Closed -$10.1K – 2465
2025
Q1 		$10.1K Buy
+49
New +$9.86K ﹤0.01% 1829
2023
Q2 		– Sell
-12
Closed -$875 – 2460
2023
Q1 		$875 Sell
12
-39
-76% -$2.71K ﹤0.01% 2403
2022
Q4 		$3K Buy
+51
New +$2.49K ﹤0.01% 1964
2022
Q3 		– Sell
-20
Closed -$1K – 2376
2022
Q2 		$1K Buy
+20
New +$1.23K ﹤0.01% 2520
2022
Q1 		– Sell
-20
Closed -$1K – 2684
2021
Q4 		$1K Buy
+20
New +$1.39K ﹤0.01% 2871
2021
Q2 		– Sell
-20
Closed -$1K – 2756
2021
Q1 		$1K Buy
+20
New +$1.31K ﹤0.01% 2938

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return