WAM
IDTI

Wealthspire Advisors (Maryland)’s Integrated Device Technology I IDTI Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio IDTI Stock Details IDTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-16
Closed -$1K – 2478
2019
Q1 		$1K Sell
16
-581
-97% -$28.1K ﹤0.01% 2450
2018
Q4 		$29K Sell
597
-965
-62% -$45.6K ﹤0.01% 1081
2018
Q3 		$73K Sell
1,562
-1,085
-41% -$41.9K 0.01% 818
2018
Q2 		$84K Sell
2,647
-145
-5% -$4.61K 0.01% 775
2018
Q1 		$85K Buy
2,792
+118
+4% +$3.67K 0.01% 773
2017
Q4 		$79K Sell
2,674
-614
-19% -$18.5K 0.01% 814
2017
Q3 		$87K Sell
3,288
-92
-3% -$2.33K 0.01% 768
2017
Q2 		$87K Buy
3,380
+1,231
+57% +$29.9K 0.01% 743
2017
Q1 		$51K Buy
2,149
+432
+25% +$10.6K 0.01% 799
2016
Q4 		$40K Buy
1,717
+1,598
+1,343% +$36.9K 0.01% 837
2016
Q3 		$3K Hold
119
– – ﹤0.01% 1515
2016
Q2 		$2K Hold
119
– – ﹤0.01% 1559
2016
Q1 		$2K Hold
119
– – ﹤0.01% 1585
2015
Q4 		$3K Buy
+119
New +$3.05K ﹤0.01% 1492

Other funds holding IDTI

ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IDTI Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Integrated Device Technology I (IDTI) in Q2 2019, closing a stake of 16 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in IDTI in Q4 2015 and held it in 14 quarters. The position peaked at $87K in Q3 2017. 3 funds tracked by Wall St. Rank hold IDTI as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Integrated Device Technology I position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 16 Integrated Device Technology I shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Integrated Device Technology I in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Integrated Device Technology I position peaked at $87K in Q3 2017.
  • 3 funds tracked by Wall St. Rank held Integrated Device Technology I as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.