AG
IDA icon

Advisor Group’s Idacorp IDA Stock Holding History

Advisor Group’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
2019
Q4 		$753K Sell
7,049
-1,146
-14% -$122K 0.01% 1387
2019
Q3 		$923K Sell
8,195
-1,690
-17% -$180K 0.01% 1186
2019
Q2 		$992K Buy
9,885
+2,262
+30% +$228K 0.01% 1129
2019
Q1 		$760K Buy
7,623
+427
+6% +$41.5K 0.01% 1291
2018
Q4 		$670K Buy
7,196
+661
+10% +$64.6K 0.01% 1206
2018
Q3 		$649K Buy
6,535
+550
+9% +$53K 0.01% 1280
2018
Q2 		$552K Sell
5,985
-7,360
-55% -$661K 0.01% 1233
2018
Q1 		$1.18M Buy
13,345
+11,376
+578% +$960K 0.02% 779
2017
Q4 		$180K Sell
1,969
-39
-2% -$3.65K ﹤0.01% 2086
2017
Q3 		$176K Buy
2,008
+179
+10% +$15.7K ﹤0.01% 1949
2017
Q2 		$156K Buy
1,829
+111
+6% +$9.52K ﹤0.01% 1962
2017
Q1 		$143K Buy
1,718
+489
+40% +$39.4K ﹤0.01% 1904
2016
Q4 		$98K Sell
1,229
-5,706
-82% -$440K ﹤0.01% 2079
2016
Q3 		$543K Sell
6,935
-775
-10% -$61.1K 0.01% 934
2016
Q2 		$626K Buy
+7,710
New +$568K 0.02% 812

Other funds holding IDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advisor Group's IDA Position: Q4 2019 in Review

Advisor Group reduced its Idacorp (IDA) stake by 14% in Q4 2019, selling an estimated $122K and leaving 7,049 shares worth $753K. The position accounts for 0.01% of the portfolio, ranked #1387.

Advisor Group first reported a position in IDA in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.18M in Q1 2018. 370 funds tracked by Wall St. Rank hold IDA as of Q4 2019.

  • Advisor Group held 7,049 shares of Idacorp worth $753K as of Q4 2019.
  • Advisor Group sold 1,146 Idacorp shares in Q4 2019, an estimated $122K.
  • Idacorp made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1387 holding.
  • Advisor Group first reported a position in Idacorp in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Idacorp position peaked at $1.18M in Q1 2018.
  • 370 funds tracked by Wall St. Rank held Idacorp as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.