EWM
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Evergreen Wealth Management’s IDT Corp IDT Stock Holding History

Evergreen 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
2023
Q1 		– Sell
-49,358
Closed -$1.39M – 54
2022
Q4 		$1.39M Buy
+49,358
New +$1.32M 1.28% 30

Other funds holding IDT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ARS
Adirondack Retirement Specialists Queensbury, New York $129M AUM 19.73% 1-Year Est. Return
NCG
Newport Capital Group Red Bank, New Jersey $178M AUM 12.73% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return

Evergreen Wealth Management's IDT Position: Q1 2023 in Review

Evergreen Wealth Management sold out of IDT Corp (IDT) in Q1 2023, closing a stake of 49,358 shares — an estimated $1.39M sold.

Evergreen Wealth Management first reported a position in IDT in Q4 2022 and held it in 1 quarter. The position peaked at $1.39M in Q4 2022. 128 funds tracked by Wall St. Rank hold IDT as of Q1 2023.

  • Evergreen Wealth Management reported no remaining IDT Corp position as of Q1 2023 after selling out during the quarter.
  • Evergreen Wealth Management sold 49,358 IDT Corp shares in Q1 2023, an estimated $1.39M.
  • Evergreen Wealth Management first reported a position in IDT Corp in Q4 2022 and held it in 1 quarter.
  • Evergreen Wealth Management's IDT Corp position peaked at $1.39M in Q4 2022.
  • 128 funds tracked by Wall St. Rank held IDT Corp as of Q1 2023.

Based on Evergreen Wealth Management's 13F filing for Q1 2023, filed 25 Apr 2023.