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Align Wealth Management’s Idacorp IDA Stock Holding History

Align 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 		$396 Buy
+4
New +$414 ﹤0.01% 206

Other funds holding IDA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Align Wealth Management opened a new position in Idacorp (IDA) in Q4 2022: 4 shares worth $396. The stake represents ﹤0.01% of the portfolio and ranks #206 among its holdings.

393 funds tracked by Wall St. Rank hold IDA as of Q4 2022.

  • Align Wealth Management held 4 shares of Idacorp worth $396 as of Q4 2022.
  • Idacorp was a new Align Wealth Management position in Q4 2022.
  • Idacorp made up ﹤0.01% of Align Wealth Management's portfolio in Q4 2022, its #206 holding.
  • 393 funds tracked by Wall St. Rank held Idacorp as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.