AWM
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Accel Wealth Management’s Idacorp IDA Stock Holding History

Accel Wealth Management’s Portfolio IDA Stock Details IDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-100
Closed -$10K – 1076
2022
Q3 		$10K Hold
100
– – 0.01% 728
2022
Q2 		$11K Hold
100
– – 0.01% 689
2022
Q1 		$12K Hold
100
– – 0.01% 679
2021
Q4 		$11K Hold
100
– – 0.01% 697
2021
Q3 		$10K Hold
100
– – 0.01% 639
2021
Q2 		$10K Hold
100
– – 0.01% 694
2021
Q1 		$10K Hold
100
– – 0.01% 653
2020
Q4 		$10K Buy
+100
New +$9.1K 0.01% 616

Other funds holding IDA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Accel Wealth Management's IDA Position: Q4 2022 in Review

Accel Wealth Management sold out of Idacorp (IDA) in Q4 2022, closing a stake of 100 shares — an estimated $10K sold.

Accel Wealth Management first reported a position in IDA in Q4 2020 and held it in 8 quarters. The position peaked at $12K in Q1 2022. 395 funds tracked by Wall St. Rank hold IDA as of Q4 2022.

  • Accel Wealth Management reported no remaining Idacorp position as of Q4 2022 after selling out during the quarter.
  • Accel Wealth Management sold 100 Idacorp shares in Q4 2022, an estimated $10K.
  • Accel Wealth Management first reported a position in Idacorp in Q4 2020 and held it in 8 quarters.
  • Accel Wealth Management's Idacorp position peaked at $12K in Q1 2022.
  • 395 funds tracked by Wall St. Rank held Idacorp as of Q4 2022.

Based on Accel Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.