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Toth Financial Advisory’s T Stamp IDAI Stock Holding History

Toth Financial Advisory’s Portfolio IDAI Stock Details IDAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-7
Closed -$128 – 809
2023
Q2 		$128 Hold
7
– – ﹤0.01% 758
2023
Q1 		$257 Sell
7
-2
-22% -$95 ﹤0.01% 791
2022
Q4 		$310 Hold
9
– – ﹤0.01% 694
2022
Q3 		$1K Hold
9
– – ﹤0.01% 696
2022
Q2 		$1K Hold
9
– – ﹤0.01% 651
2022
Q1 		$1K Buy
+9
New +$2.45K ﹤0.01% 670

Other funds holding IDAI

Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MIM
Macroview Investment Management Bethesda, Maryland $162M AUM 22.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Toth Financial Advisory's IDAI Position: Q3 2023 in Review

Toth Financial Advisory sold out of T Stamp (IDAI) in Q3 2023, closing a stake of 7 shares — an estimated $128 sold.

Toth Financial Advisory first reported a position in IDAI in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 9 funds tracked by Wall St. Rank hold IDAI as of Q3 2023.

  • Toth Financial Advisory reported no remaining T Stamp position as of Q3 2023 after selling out during the quarter.
  • Toth Financial Advisory sold 7 T Stamp shares in Q3 2023, an estimated $128.
  • Toth Financial Advisory first reported a position in T Stamp in Q1 2022 and held it in 6 quarters.
  • Toth Financial Advisory's T Stamp position peaked at $1K in Q3 2022.
  • 9 funds tracked by Wall St. Rank held T Stamp as of Q3 2023.

Based on Toth Financial Advisory's 13F filing for Q3 2023, filed 12 Oct 2023.