Sutton Wealth Advisors’s InterDigital IDCC Stock Holding History

Sutton Wealth Advisors’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
2023 Q1	–	Sell	-421	Closed	-$20.8K	–	1160
2022 Q4	$20.8K	Buy	421 +403	+2,239%	+$19.7K	0.01%	681
2022 Q3	$728	Sell	18 -306	-94%	-$16.5K	﹤0.01%	1385
2022 Q2	$19.7K	Buy	324 +5	+2%	+$307	0.01%	683
2022 Q1	$20.4K	Sell	319 -9	-3%	-$598	0.01%	707
2021 Q4	$23.5K	Buy	328 +16	+5%	+$1.11K	0.01%	657
2021 Q3	$21.2K	Sell	312 -154	-33%	-$10.7K	0.01%	670
2021 Q2	$34K	Buy	+466	New	+$34.4K	0.01%	532

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

BTW

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

SRFM

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

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Sutton Wealth Advisors's IDCC Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of InterDigital (IDCC) in Q1 2023, closing a stake of 421 shares — an estimated $20.8K sold.

Sutton Wealth Advisors first reported a position in IDCC in Q2 2021 and held it in 7 quarters. The position peaked at $34K in Q2 2021. 258 funds tracked by Wall St. Rank hold IDCC as of Q1 2023.

Sutton Wealth Advisors reported no remaining InterDigital position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 421 InterDigital shares in Q1 2023, an estimated $20.8K.
Sutton Wealth Advisors first reported a position in InterDigital in Q2 2021 and held it in 7 quarters.
Sutton Wealth Advisors's InterDigital position peaked at $34K in Q2 2021.
258 funds tracked by Wall St. Rank held InterDigital as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.