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IAG Wealth Partners’s IDT Corp IDT Stock Holding History

IAG Wealth Partners’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
2024
Q1 		– Sell
-188
Closed -$6.41K – 454
2023
Q4 		$6.41K Hold
188
– – ﹤0.01% 351
2023
Q3 		$4.14K Hold
188
– – ﹤0.01% 368
2023
Q2 		$4.86K Hold
188
– – ﹤0.01% 373
2023
Q1 		$6.41K Hold
188
– – ﹤0.01% 364
2022
Q4 		$5.3K Hold
188
– – ﹤0.01% 348
2022
Q3 		$5K Hold
188
– – ﹤0.01% 340
2022
Q2 		$5K Hold
188
– – ﹤0.01% 332
2022
Q1 		$6K Hold
188
– – ﹤0.01% 336
2021
Q4 		$8K Buy
+188
New +$9.55K ﹤0.01% 322

Other funds holding IDT

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return

IAG Wealth Partners's IDT Position: Q1 2024 in Review

IAG Wealth Partners sold out of IDT Corp (IDT) in Q1 2024, closing a stake of 188 shares — an estimated $6.41K sold.

IAG Wealth Partners first reported a position in IDT in Q4 2021 and held it in 9 quarters. The position peaked at $8K in Q4 2021. 134 funds tracked by Wall St. Rank hold IDT as of Q1 2024.

  • IAG Wealth Partners reported no remaining IDT Corp position as of Q1 2024 after selling out during the quarter.
  • IAG Wealth Partners sold 188 IDT Corp shares in Q1 2024, an estimated $6.41K.
  • IAG Wealth Partners first reported a position in IDT Corp in Q4 2021 and held it in 9 quarters.
  • IAG Wealth Partners's IDT Corp position peaked at $8K in Q4 2021.
  • 134 funds tracked by Wall St. Rank held IDT Corp as of Q1 2024.

Based on IAG Wealth Partners's 13F filing for Q1 2024, filed 24 Apr 2024.