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Baldwin Wealth Partners’s Idacorp IDA Stock Holding History

Baldwin Wealth Partners’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
Q4 		– Sell
-85
Closed -$8.76K – 604
2024
Q3 		$8.76K Buy
+85
New +$8.49K ﹤0.01% 816

Other funds holding IDA

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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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baldwin Wealth Partners's IDA Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Idacorp (IDA) in Q4 2024, closing a stake of 85 shares — an estimated $8.76K sold.

Baldwin Wealth Partners first reported a position in IDA in Q3 2024 and held it in 1 quarter. The position peaked at $8.76K in Q3 2024. 450 funds tracked by Wall St. Rank hold IDA as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Idacorp position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 85 Idacorp shares in Q4 2024, an estimated $8.76K.
  • Baldwin Wealth Partners first reported a position in Idacorp in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's Idacorp position peaked at $8.76K in Q3 2024.
  • 450 funds tracked by Wall St. Rank held Idacorp as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.