TCI Wealth Advisors’s IDT Corp IDT Stock Holding History

TCI 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 Q3	–	Sell	-127	Closed	-$3K	–	2404
2022 Q2	$3K	Sell	127 -21	-14%	-$580	﹤0.01%	1816
2022 Q1	$5K	Buy	148 +28	+23%	+$1.04K	﹤0.01%	1551
2021 Q4	$5K	Buy	120 +23	+24%	+$1.17K	﹤0.01%	1662
2021 Q3	$4K	Hold	97	–	–	﹤0.01%	1759
2021 Q2	$4K	Buy	+97	New	+$2.76K	﹤0.01%	1582
2018 Q2	–	Sell	-37	Closed	–	–	1546
2018 Q1	$0	Sell	37 -7	-16%	-$64	﹤0.01%	1385
2017 Q4	$0	Hold	44	–	–	﹤0.01%	1390
2017 Q3	$1K	Hold	44	–	–	﹤0.01%	1128
2017 Q2	$1K	Hold	44	–	–	﹤0.01%	1145
2017 Q1	$0	Hold	44	–	–	﹤0.01%	1329
2016 Q4	$1K	Hold	44	–	–	﹤0.01%	1175
2016 Q3	$1K	Hold	44	–	–	﹤0.01%	1137
2016 Q2	$1K	Sell	44 -8	-15%	-$89	﹤0.01%	1077
2016 Q1	$1K	Buy	+52	New	+$470	﹤0.01%	1088

Other funds holding IDT

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

AFCM

Alta Fox Capital Management Fort Worth, Texas $378M AUM 59.19% 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

TCI Wealth Advisors's IDT Position: Q3 2022 in Review

TCI Wealth Advisors sold out of IDT Corp (IDT) in Q3 2022, closing a stake of 127 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in IDT in Q1 2016 and held it in 14 quarters. The position peaked at $5K in Q1 2022. 107 funds tracked by Wall St. Rank hold IDT as of Q3 2022.

TCI Wealth Advisors reported no remaining IDT Corp position as of Q3 2022 after selling out during the quarter.
TCI Wealth Advisors sold 127 IDT Corp shares in Q3 2022, an estimated $3K.
TCI Wealth Advisors first reported a position in IDT Corp in Q1 2016 and held it in 14 quarters.
TCI Wealth Advisors's IDT Corp position peaked at $5K in Q1 2022.
107 funds tracked by Wall St. Rank held IDT Corp as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.