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American Portfolios Advisors’s Idacorp IDA Stock Holding History

American Portfolios Advisors’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
Q3 		$55K Buy
556
+177
+47% +$19.3K ﹤0.01% 1644
2022
Q2 		$40.1K Sell
379
-198
-34% -$21.4K ﹤0.01% 1881
2022
Q1 		$66.6K Buy
577
+120
+26% +$13.1K ﹤0.01% 1742
2021
Q4 		$51.8K Buy
457
+44
+11% +$4.68K ﹤0.01% 1850
2021
Q3 		$42.7K Buy
413
+139
+51% +$14.5K ﹤0.01% 1858
2021
Q2 		$26.7K Buy
274
+112
+69% +$11.2K ﹤0.01% 2065
2021
Q1 		$16.2K Buy
162
+123
+315% +$11.2K ﹤0.01% 2171
2020
Q4 		$3.75K Buy
39
+11
+39% +$1K ﹤0.01% 2529
2020
Q3 		$2.24K Sell
28
-8
-22% -$705 ﹤0.01% 2574
2020
Q2 		$3.15K Buy
36
+15
+71% +$1.35K ﹤0.01% 2396
2020
Q1 		$1.84K Buy
21
+13
+163% +$1.34K ﹤0.01% 2427
2019
Q4 		$854 Sell
8
-909
-99% -$97.1K ﹤0.01% 2708
2019
Q3 		$103K Sell
917
-467
-34% -$49.8K 0.01% 981
2019
Q2 		$139K Buy
+1,384
New +$140K 0.01% 852

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 $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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 $1.9T AUM 41.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

American Portfolios Advisors's IDA Position: Q3 2022 in Review

American Portfolios Advisors increased its Idacorp (IDA) stake by 47% in Q3 2022, buying an estimated $19.3K and bringing the position to 556 shares worth $55K. The position accounts for ﹤0.01% of the portfolio, ranked #1644.

American Portfolios Advisors first reported a position in IDA in Q2 2019 and has held it in 14 quarters since. The position peaked at $139K in Q2 2019. 378 funds tracked by Wall St. Rank hold IDA as of Q3 2022.

  • American Portfolios Advisors held 556 shares of Idacorp worth $55K as of Q3 2022.
  • American Portfolios Advisors bought 177 Idacorp shares in Q3 2022, an estimated $19.3K.
  • Idacorp made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1644 holding.
  • American Portfolios Advisors first reported a position in Idacorp in Q2 2019 and has held it in 14 quarters since.
  • American Portfolios Advisors's Idacorp position peaked at $139K in Q2 2019.
  • 378 funds tracked by Wall St. Rank held Idacorp as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.