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BDO Wealth Advisors’s Idacorp IDA Stock Holding History

BDO 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
2022
Q1 		– Sell
-9
Closed -$1K – 1089
2021
Q4 		$1K Buy
+9
New +$958 ﹤0.01% 1019
2019
Q3 		– Sell
-34
Closed -$3K – 636
2019
Q2 		$3K Hold
34
– – ﹤0.01% 563
2019
Q1 		$3K Buy
+34
New +$3.3K ﹤0.01% 539

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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BDO Wealth Advisors's IDA Position: Q1 2022 in Review

BDO Wealth Advisors sold out of Idacorp (IDA) in Q1 2022, closing a stake of 9 shares — an estimated $1K sold.

BDO Wealth Advisors first reported a position in IDA in Q1 2019 and held it in 3 quarters. The position peaked at $3K in Q2 2019. 385 funds tracked by Wall St. Rank hold IDA as of Q1 2022.

  • BDO Wealth Advisors reported no remaining Idacorp position as of Q1 2022 after selling out during the quarter.
  • BDO Wealth Advisors sold 9 Idacorp shares in Q1 2022, an estimated $1K.
  • BDO Wealth Advisors first reported a position in Idacorp in Q1 2019 and held it in 3 quarters.
  • BDO Wealth Advisors's Idacorp position peaked at $3K in Q2 2019.
  • 385 funds tracked by Wall St. Rank held Idacorp as of Q1 2022.

Based on BDO Wealth Advisors's 13F filing for Q1 2022, filed 6 May 2022.