AWM
IDA icon

Aevitas Wealth Management’s Idacorp IDA Stock Holding History

Aevitas 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
2019
Q2 		– Sell
-50
Closed -$4K – 197
2019
Q1 		$4K Hold
50
– – ﹤0.01% 339
2018
Q4 		$5K Hold
50
– – 0.01% 342
2018
Q3 		$5K Hold
50
– – ﹤0.01% 391
2018
Q2 		$5K Hold
50
– – ﹤0.01% 368
2018
Q1 		$4K Buy
+50
New +$4.22K ﹤0.01% 379

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Aevitas Wealth Management's IDA Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Idacorp (IDA) in Q2 2019, closing a stake of 50 shares — an estimated $4K sold.

Aevitas Wealth Management first reported a position in IDA in Q1 2018 and held it in 5 quarters. The position peaked at $5K in Q4 2018. 364 funds tracked by Wall St. Rank hold IDA as of Q2 2019.

  • Aevitas Wealth Management reported no remaining Idacorp position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 50 Idacorp shares in Q2 2019, an estimated $4K.
  • Aevitas Wealth Management first reported a position in Idacorp in Q1 2018 and held it in 5 quarters.
  • Aevitas Wealth Management's Idacorp position peaked at $5K in Q4 2018.
  • 364 funds tracked by Wall St. Rank held Idacorp as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.