TCI Wealth Advisors’s InterDigital IDCC Stock Holding History

TCI 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 Q2	–	Sell	-100	Closed	-$7.29K	–	1137
2023 Q1	$7.29K	Hold	100	–	–	﹤0.01%	1279
2022 Q4	$4.95K	Buy	100 +99	+9,900%	+$4.83K	﹤0.01%	1529
2022 Q3	$0	Sell	1 -54	-98%	-$2.91K	﹤0.01%	2403
2022 Q2	$3K	Sell	55 -5	-8%	-$307	﹤0.01%	1815
2022 Q1	$4K	Sell	60 -14	-19%	-$930	﹤0.01%	1718
2021 Q4	$5K	Buy	74 +12	+19%	+$836	﹤0.01%	1661
2021 Q3	$4K	Buy	62 +20	+48%	+$1.39K	﹤0.01%	1758
2021 Q2	$3K	Buy	+42	New	+$3.1K	﹤0.01%	1763

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

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

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

TCI Wealth Advisors's IDCC Position: Q2 2023 in Review

TCI Wealth Advisors sold out of InterDigital (IDCC) in Q2 2023, closing a stake of 100 shares — an estimated $7.29K sold.

TCI Wealth Advisors first reported a position in IDCC in Q2 2021 and held it in 8 quarters. The position peaked at $7.29K in Q1 2023. 291 funds tracked by Wall St. Rank hold IDCC as of Q2 2023.

TCI Wealth Advisors reported no remaining InterDigital position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 100 InterDigital shares in Q2 2023, an estimated $7.29K.
TCI Wealth Advisors first reported a position in InterDigital in Q2 2021 and held it in 8 quarters.
TCI Wealth Advisors's InterDigital position peaked at $7.29K in Q1 2023.
291 funds tracked by Wall St. Rank held InterDigital as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.