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Arete Wealth Advisors’s Idacorp IDA Stock Holding History

Arete Wealth 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
2023
Q1 		– Sell
-2,273
Closed -$245K – 687
2022
Q4 		$245K Sell
2,273
-83
-4% -$8.6K 0.02% 511
2022
Q3 		$233K Buy
2,356
+16
+0.7% +$1.74K 0.02% 482
2022
Q2 		$248K Buy
2,340
+16
+0.7% +$1.73K 0.03% 379
2022
Q1 		$268K Buy
+2,324
New +$253K 0.02% 407

Other funds holding IDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Arete Wealth Advisors's IDA Position: Q1 2023 in Review

Arete Wealth Advisors sold out of Idacorp (IDA) in Q1 2023, closing a stake of 2,273 shares — an estimated $245K sold.

Arete Wealth Advisors first reported a position in IDA in Q1 2022 and held it in 4 quarters. The position peaked at $268K in Q1 2022. 386 funds tracked by Wall St. Rank hold IDA as of Q1 2023.

  • Arete Wealth Advisors reported no remaining Idacorp position as of Q1 2023 after selling out during the quarter.
  • Arete Wealth Advisors sold 2,273 Idacorp shares in Q1 2023, an estimated $245K.
  • Arete Wealth Advisors first reported a position in Idacorp in Q1 2022 and held it in 4 quarters.
  • Arete Wealth Advisors's Idacorp position peaked at $268K in Q1 2022.
  • 386 funds tracked by Wall St. Rank held Idacorp as of Q1 2023.

Based on Arete Wealth Advisors's 13F filing for Q1 2023, filed 1 May 2023.