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WR Wealth Planners’s InterDigital IDCC Stock Holding History

WR Wealth Planners’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 		$2.91K Buy
15
+4
+36% +$699 ﹤0.01% 789
2024
Q3 		$1.56K Hold
11
– – ﹤0.01% 931
2024
Q2 		$1.28K Hold
11
– – ﹤0.01% 936
2024
Q1 		$1.17K Buy
+11
New +$1.16K ﹤0.01% 952

Other funds holding IDCC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $95.5B AUM 28.4% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

WR Wealth Planners's IDCC Position: Q4 2024 in Review

WR Wealth Planners increased its InterDigital (IDCC) stake by 36% in Q4 2024, buying an estimated $699 and bringing the position to 15 shares worth $2.91K. The position accounts for ﹤0.01% of the portfolio, ranked #789.

WR Wealth Planners first reported a position in IDCC in Q1 2024 and has held it in 4 quarters since. 425 funds tracked by Wall St. Rank hold IDCC as of Q4 2024.

  • WR Wealth Planners held 15 shares of InterDigital worth $2.91K as of Q4 2024.
  • WR Wealth Planners bought 4 InterDigital shares in Q4 2024, an estimated $699.
  • InterDigital made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #789 holding.
  • WR Wealth Planners first reported a position in InterDigital in Q1 2024 and has held it in 4 quarters since.
  • 425 funds tracked by Wall St. Rank held InterDigital as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.