BRWA
IDA icon

B. Riley Wealth Advisors’s Idacorp IDA Stock Holding History

B. Riley 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
2024
Q2 		– Sell
-3,348
Closed -$314K – 1493
2024
Q1 		$314K Buy
+3,348
New +$307K 0.01% 1014
2023
Q4 		– Sell
-3,348
Closed -$314K – 1452
2023
Q3 		$314K Sell
3,348
-523
-14% -$51.6K 0.01% 1014
2023
Q2 		$397K Sell
3,871
-2,468
-39% -$265K 0.01% 977
2023
Q1 		$687K Sell
6,339
-101
-2% -$10.6K 0.02% 687
2022
Q4 		$695K Buy
6,440
+56
+0.9% +$5.8K 0.02% 665
2022
Q3 		$633K Sell
6,384
-676
-10% -$73.7K 0.02% 665
2022
Q2 		$749K Sell
7,060
-30
-0.4% -$3.24K 0.03% 503
2022
Q1 		$818K Sell
7,090
-232
-3% -$25.3K 0.03% 548
2021
Q4 		$830K Sell
7,322
-23
-0.3% -$2.45K 0.02% 590
2021
Q3 		$760K Sell
7,345
-5
-0.1% -$523 0.02% 615
2021
Q2 		$717K Sell
7,350
-117
-2% -$11.7K 0.02% 630
2021
Q1 		$747K Buy
+7,467
New +$683K 0.03% 572
2013
Q3 		– Sell
-2,063
Closed -$99K – 703
2013
Q2 		$99K Buy
+2,063
New +$99.2K 0.03% 547

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

B. Riley Wealth Advisors's IDA Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of Idacorp (IDA) in Q2 2024, closing a stake of 3,348 shares — an estimated $314K sold.

B. Riley Wealth Advisors first reported a position in IDA in Q2 2013 and held it in 13 quarters. The position peaked at $830K in Q4 2021. 396 funds tracked by Wall St. Rank hold IDA as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining Idacorp position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,348 Idacorp shares in Q2 2024, an estimated $314K.
  • B. Riley Wealth Advisors first reported a position in Idacorp in Q2 2013 and held it in 13 quarters.
  • B. Riley Wealth Advisors's Idacorp position peaked at $830K in Q4 2021.
  • 396 funds tracked by Wall St. Rank held Idacorp as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.