AWE
IDA icon

Avidian Wealth Enterprises’s Idacorp IDA Stock Holding History

Avidian Wealth Enterprises’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
2019
Q2 		– Sell
-2,787
Closed -$277K – 153
2019
Q1 		$277K Sell
2,787
-461
-14% -$44.8K 0.06% 100
2018
Q4 		$302K Buy
3,248
+740
+30% +$72.3K 0.11% 65
2018
Q3 		$249K Buy
2,508
+217
+9% +$20.9K 0.08% 91
2018
Q2 		$211K Buy
+2,291
New +$206K 0.07% 91

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Avidian Wealth Enterprises's IDA Position: Q2 2019 in Review

Avidian Wealth Enterprises sold out of Idacorp (IDA) in Q2 2019, closing a stake of 2,787 shares — an estimated $277K sold.

Avidian Wealth Enterprises first reported a position in IDA in Q2 2018 and held it in 4 quarters. The position peaked at $302K in Q4 2018. 364 funds tracked by Wall St. Rank hold IDA as of Q2 2019.

  • Avidian Wealth Enterprises reported no remaining Idacorp position as of Q2 2019 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 2,787 Idacorp shares in Q2 2019, an estimated $277K.
  • Avidian Wealth Enterprises first reported a position in Idacorp in Q2 2018 and held it in 4 quarters.
  • Avidian Wealth Enterprises's Idacorp position peaked at $302K in Q4 2018.
  • 364 funds tracked by Wall St. Rank held Idacorp as of Q2 2019.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2019, filed 14 Aug 2019.