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Baker Avenue Asset Management’s Idacorp IDA Stock Holding History

Baker Avenue Asset 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
2023
Q4 		– Sell
-5
Closed -$468 – 880
2023
Q3 		$468 Buy
+5
New +$494 ﹤0.01% 1476

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T. Rowe Price Investment Management
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State Street
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Wellington Management Group
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baker Avenue Asset Management's IDA Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Idacorp (IDA) in Q4 2023, closing a stake of 5 shares — an estimated $468 sold.

Baker Avenue Asset Management first reported a position in IDA in Q3 2023 and held it in 1 quarter. The position peaked at $468 in Q3 2023. 405 funds tracked by Wall St. Rank hold IDA as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Idacorp position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 5 Idacorp shares in Q4 2023, an estimated $468.
  • Baker Avenue Asset Management first reported a position in Idacorp in Q3 2023 and held it in 1 quarter.
  • Baker Avenue Asset Management's Idacorp position peaked at $468 in Q3 2023.
  • 405 funds tracked by Wall St. Rank held Idacorp as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.