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Allred Capital Management’s Idacorp IDA Stock Holding History

Allred Capital 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
2021
Q2 		– Sell
-75
Closed -$7.5K – 449
2021
Q1 		$7.5K Buy
+75
New +$6.86K ﹤0.01% 640
2020
Q1 		– Sell
-32
Closed -$3.42K – 387
2019
Q4 		$3.42K Buy
+32
New +$3.42K ﹤0.01% 727

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allred Capital Management's IDA Position: Q2 2021 in Review

Allred Capital Management sold out of Idacorp (IDA) in Q2 2021, closing a stake of 75 shares — an estimated $7.5K sold.

Allred Capital Management first reported a position in IDA in Q4 2019 and held it in 2 quarters. The position peaked at $7.5K in Q1 2021. 347 funds tracked by Wall St. Rank hold IDA as of Q2 2021.

  • Allred Capital Management reported no remaining Idacorp position as of Q2 2021 after selling out during the quarter.
  • Allred Capital Management sold 75 Idacorp shares in Q2 2021, an estimated $7.5K.
  • Allred Capital Management first reported a position in Idacorp in Q4 2019 and held it in 2 quarters.
  • Allred Capital Management's Idacorp position peaked at $7.5K in Q1 2021.
  • 347 funds tracked by Wall St. Rank held Idacorp as of Q2 2021.

Based on Allred Capital Management's 13F filing for Q2 2021, filed 5 Aug 2021.