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Avior Wealth Management’s Idacorp IDA Stock Holding History

Avior Wealth 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
2025
Q1 		– Sell
-455
Closed -$49.7K – 1482
2024
Q4 		$49.7K Buy
455
+12
+3% +$1.32K ﹤0.01% 1154
2024
Q3 		$45.7K Buy
443
+117
+36% +$11.7K ﹤0.01% 1150
2024
Q2 		$30.4K Sell
326
-317
-49% -$29.8K ﹤0.01% 1254
2024
Q1 		$59.7K Buy
+643
New +$58.9K ﹤0.01% 1169
2016
Q4 		– Sell
-25
Closed -$2K – 508
2016
Q3 		$2K Buy
+25
New +$1.97K ﹤0.01% 428

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Avior Wealth Management's IDA Position: Q1 2025 in Review

Avior Wealth Management sold out of Idacorp (IDA) in Q1 2025, closing a stake of 455 shares — an estimated $49.7K sold.

Avior Wealth Management first reported a position in IDA in Q3 2016 and held it in 5 quarters. The position peaked at $59.7K in Q1 2024. 454 funds tracked by Wall St. Rank hold IDA as of Q1 2025.

  • Avior Wealth Management reported no remaining Idacorp position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 455 Idacorp shares in Q1 2025, an estimated $49.7K.
  • Avior Wealth Management first reported a position in Idacorp in Q3 2016 and held it in 5 quarters.
  • Avior Wealth Management's Idacorp position peaked at $59.7K in Q1 2024.
  • 454 funds tracked by Wall St. Rank held Idacorp as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.