Navis Wealth Advisors’s IDT Corp IDT Stock Holding History

Navis Wealth Advisors’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 Q1	–	Sell	-5,165	Closed	-$228K	–	107
2021 Q4	$228K	Buy	+5,165	New	+$262K	0.19%	95

Other funds holding IDT

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

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

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

ARS

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

Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return

KBG

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

JGC

J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return

Navis Wealth Advisors's IDT Position: Q1 2022 in Review

Navis Wealth Advisors sold out of IDT Corp (IDT) in Q1 2022, closing a stake of 5,165 shares — an estimated $228K sold.

Navis Wealth Advisors first reported a position in IDT in Q4 2021 and held it in 1 quarter. The position peaked at $228K in Q4 2021. 119 funds tracked by Wall St. Rank hold IDT as of Q1 2022.

Navis Wealth Advisors reported no remaining IDT Corp position as of Q1 2022 after selling out during the quarter.
Navis Wealth Advisors sold 5,165 IDT Corp shares in Q1 2022, an estimated $228K.
Navis Wealth Advisors first reported a position in IDT Corp in Q4 2021 and held it in 1 quarter.
Navis Wealth Advisors's IDT Corp position peaked at $228K in Q4 2021.
119 funds tracked by Wall St. Rank held IDT Corp as of Q1 2022.

Based on Navis Wealth Advisors's 13F filing for Q1 2022, filed 13 May 2022.