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Beacon Pointe Advisors’s Idacorp IDA Stock Holding History

Beacon Pointe 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
Q4 		– Sell
-2,202
Closed -$219K – 1081
2022
Q3 		$219K Sell
2,202
-899
-29% -$98K ﹤0.01% 899
2022
Q2 		$330K Buy
3,101
+1,135
+58% +$123K 0.01% 790
2022
Q1 		$227K Buy
+1,966
New +$214K ﹤0.01% 1080

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

Beacon Pointe Advisors's IDA Position: Q4 2022 in Review

Beacon Pointe Advisors sold out of Idacorp (IDA) in Q4 2022, closing a stake of 2,202 shares — an estimated $219K sold.

Beacon Pointe Advisors first reported a position in IDA in Q1 2022 and held it in 3 quarters. The position peaked at $330K in Q2 2022. 395 funds tracked by Wall St. Rank hold IDA as of Q4 2022.

  • Beacon Pointe Advisors reported no remaining Idacorp position as of Q4 2022 after selling out during the quarter.
  • Beacon Pointe Advisors sold 2,202 Idacorp shares in Q4 2022, an estimated $219K.
  • Beacon Pointe Advisors first reported a position in Idacorp in Q1 2022 and held it in 3 quarters.
  • Beacon Pointe Advisors's Idacorp position peaked at $330K in Q2 2022.
  • 395 funds tracked by Wall St. Rank held Idacorp as of Q4 2022.

Based on Beacon Pointe Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.