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Bartlett & Co’s Idacorp IDA Stock Holding History

Bartlett & Co’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
2022
Q4 		– Sell
-25
Closed -$2K – 1129
2022
Q3 		$2K Sell
25
-38
-60% -$4.14K ﹤0.01% 1047
2022
Q2 		$7K Buy
+63
New +$6.81K ﹤0.01% 946
2021
Q4 		– Sell
-12
Closed -$1K – 621
2021
Q3 		$1K Buy
+12
New +$1.25K ﹤0.01% 909

Other funds holding IDA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Bartlett & Co's IDA Position: Q4 2022 in Review

Bartlett & Co sold out of Idacorp (IDA) in Q4 2022, closing a stake of 25 shares — an estimated $2K sold.

Bartlett & Co first reported a position in IDA in Q3 2021 and held it in 3 quarters. The position peaked at $7K in Q2 2022. 395 funds tracked by Wall St. Rank hold IDA as of Q4 2022.

  • Bartlett & Co reported no remaining Idacorp position as of Q4 2022 after selling out during the quarter.
  • Bartlett & Co sold 25 Idacorp shares in Q4 2022, an estimated $2K.
  • Bartlett & Co first reported a position in Idacorp in Q3 2021 and held it in 3 quarters.
  • Bartlett & Co's Idacorp position peaked at $7K in Q2 2022.
  • 395 funds tracked by Wall St. Rank held Idacorp as of Q4 2022.

Based on Bartlett & Co's 13F filing for Q4 2022, filed 4 Jan 2023.