Castle Wealth Management’s IDT Corp IDT Stock Holding History

Castle Wealth Management’s Portfolio IDT Stock Details IDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-37	Closed	-$1K	–	342
2022 Q3	$1K	Hold	37	–	–	﹤0.01%	625
2022 Q2	$1K	Buy	+37	New	+$1.02K	﹤0.01%	622

Other funds holding IDT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

ARS

Adirondack Retirement Specialists Queensbury, New York $129M AUM 19.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

KBG

Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AFCM

Alta Fox Capital Management Fort Worth, Texas $378M AUM 59.19% 1-Year Est. Return

Castle Wealth Management's IDT Position: Q4 2022 in Review

Castle Wealth Management sold out of IDT Corp (IDT) in Q4 2022, closing a stake of 37 shares — an estimated $1K sold.

Castle Wealth Management first reported a position in IDT in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 119 funds tracked by Wall St. Rank hold IDT as of Q4 2022.

Castle Wealth Management reported no remaining IDT Corp position as of Q4 2022 after selling out during the quarter.
Castle Wealth Management sold 37 IDT Corp shares in Q4 2022, an estimated $1K.
Castle Wealth Management first reported a position in IDT Corp in Q2 2022 and held it in 2 quarters.
Castle Wealth Management's IDT Corp position peaked at $1K in Q3 2022.
119 funds tracked by Wall St. Rank held IDT Corp as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.