American Investment Services’s Idacorp IDA Stock Holding History

American Investment Services’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 Q1	–	Sell	-2,933	Closed	-$282K	–	132
2020 Q4	$282K	Sell	2,933 -4,246	-59%	-$387K	0.09%	117
2020 Q3	$574K	Hold	7,179	–	–	0.19%	86
2020 Q2	$627K	Hold	7,179	–	–	0.22%	80
2020 Q1	$630K	Hold	7,179	–	–	0.24%	74
2019 Q4	$767K	Hold	7,179	–	–	0.23%	76
2019 Q3	$809K	Hold	7,179	–	–	0.25%	71
2019 Q2	$721K	Hold	7,179	–	–	0.23%	74
2019 Q1	$715K	Sell	7,179 -3,017	-30%	-$293K	0.23%	68
2018 Q4	$949K	Sell	10,196 -482	-5%	-$47.1K	0.34%	52
2018 Q3	$1.06M	Hold	10,678	–	–	0.36%	46
2018 Q2	$985K	Hold	10,678	–	–	0.34%	52
2018 Q1	$943K	Hold	10,678	–	–	0.33%	55
2017 Q4	$976K	Hold	10,678	–	–	0.36%	55
2017 Q3	$939K	Hold	10,678	–	–	0.36%	55
2017 Q2	$911K	Sell	10,678 -188	-2%	-$16.1K	0.36%	57
2017 Q1	$901K	Hold	10,866	–	–	0.37%	56
2016 Q4	$875K	Hold	10,866	–	–	0.37%	57
2016 Q3	$851K	Hold	10,866	–	–	0.35%	57
2016 Q2	$884K	Sell	10,866 -180	-2%	-$13.3K	0.38%	55
2016 Q1	$824K	Hold	11,046	–	–	0.4%	48
2015 Q4	$751K	Buy	+11,046	New	+$744K	0.41%	48

Other funds holding IDA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Investment Services's IDA Position: Q1 2021 in Review

American Investment Services sold out of Idacorp (IDA) in Q1 2021, closing a stake of 2,933 shares — an estimated $282K sold.

American Investment Services first reported a position in IDA in Q4 2015 and held it in 21 quarters. The position peaked at $1.06M in Q3 2018. 368 funds tracked by Wall St. Rank hold IDA as of Q1 2021.

American Investment Services reported no remaining Idacorp position as of Q1 2021 after selling out during the quarter.
American Investment Services sold 2,933 Idacorp shares in Q1 2021, an estimated $282K.
American Investment Services first reported a position in Idacorp in Q4 2015 and held it in 21 quarters.
American Investment Services's Idacorp position peaked at $1.06M in Q3 2018.
368 funds tracked by Wall St. Rank held Idacorp as of Q1 2021.

Based on American Investment Services's 13F filing for Q1 2021, filed 10 May 2021.