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Beach Investment Counsel’s Idacorp IDA Stock Holding History

Beach Investment Counsel’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
-69,314
Closed -$6.82M – 232
2024
Q1 		$6.82M Hold
69,314
– – 0.84% 32
2023
Q4 		$6.82M Buy
+69,314
New +$6.71M 0.84% 32

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

Beach Investment Counsel's IDA Position: Q2 2024 in Review

Beach Investment Counsel sold out of Idacorp (IDA) in Q2 2024, closing a stake of 69,314 shares — an estimated $6.82M sold.

Beach Investment Counsel first reported a position in IDA in Q4 2023 and held it in 2 quarters. The position peaked at $6.82M in Q1 2024. 396 funds tracked by Wall St. Rank hold IDA as of Q2 2024.

  • Beach Investment Counsel reported no remaining Idacorp position as of Q2 2024 after selling out during the quarter.
  • Beach Investment Counsel sold 69,314 Idacorp shares in Q2 2024, an estimated $6.82M.
  • Beach Investment Counsel first reported a position in Idacorp in Q4 2023 and held it in 2 quarters.
  • Beach Investment Counsel's Idacorp position peaked at $6.82M in Q1 2024.
  • 396 funds tracked by Wall St. Rank held Idacorp as of Q2 2024.

Based on Beach Investment Counsel's 13F filing for Q2 2024, filed 8 Jul 2024.