Y-Intercept (HK)’s Xperi XPER Stock Holding History

Y-Intercept (HK)’s Portfolio XPER Stock Details XPER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$393K	Buy	+47,724	New	+$345K	0.01%	1379
2025 Q3	–	Sell	-101,857	Closed	-$806K	–	2116
2025 Q2	$806K	Buy	101,857 +88,237	+648%	+$665K	0.02%	1038
2025 Q1	$105K	Buy	+13,620	New	+$119K	0.01%	1113
2024 Q4	–	Sell	-24,974	Closed	-$231K	–	1727
2024 Q3	$231K	Sell	24,974 -134,898	-84%	-$1.11M	0.01%	1112
2024 Q2	$1.31M	Buy	159,872 +146,324	+1,080%	+$1.38M	0.07%	383
2024 Q1	$163K	Buy	+13,548	New	+$149K	0.01%	1199
2023 Q4	–	Sell	-22,714	Closed	-$224K	–	1713
2023 Q3	$224K	Sell	22,714 -5,589	-20%	-$66.1K	0.02%	877
2023 Q2	$372K	Buy	+28,303	New	+$307K	0.04%	688
2023 Q1	–	Sell	-26,048	Closed	-$224K	–	1599
2022 Q4	$224K	Buy	+26,048	New	+$298K	0.03%	785

Other funds holding XPER

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return