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Bell Rock Capital’s Idacorp IDA Stock Holding History

Bell Rock Capital’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
2020
Q1 		– Sell
-319
Closed -$34K – 165
2019
Q4 		$34K Buy
319
+2
+0.6% +$214 0.03% 244
2019
Q3 		$35K Buy
317
+2
+0.6% +$213 0.03% 228
2019
Q2 		$31K Buy
315
+2
+0.6% +$202 0.03% 236
2019
Q1 		$31K Buy
313
+2
+0.6% +$194 0.02% 266
2018
Q4 		$29K Buy
311
+1
+0.3% +$98 0.02% 267
2018
Q3 		$31K Buy
310
+2
+0.6% +$193 0.02% 275
2018
Q2 		$28K Buy
308
+2
+0.7% +$180 0.01% 292
2018
Q1 		$27K Buy
306
+2
+0.7% +$169 0.01% 288
2017
Q4 		$28K Buy
304
+2
+0.7% +$187 0.02% 279
2017
Q3 		$27K Buy
302
+2
+0.7% +$175 0.02% 274
2017
Q2 		$26K Hold
300
– – 0.02% 271
2017
Q1 		$25K Hold
300
– – 0.02% 239
2016
Q4 		$24K Buy
+300
New +$23.1K 0.03% 232

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bell Rock Capital's IDA Position: Q1 2020 in Review

Bell Rock Capital sold out of Idacorp (IDA) in Q1 2020, closing a stake of 319 shares — an estimated $34K sold.

Bell Rock Capital first reported a position in IDA in Q4 2016 and held it in 13 quarters. The position peaked at $35K in Q3 2019. 344 funds tracked by Wall St. Rank hold IDA as of Q1 2020.

  • Bell Rock Capital reported no remaining Idacorp position as of Q1 2020 after selling out during the quarter.
  • Bell Rock Capital sold 319 Idacorp shares in Q1 2020, an estimated $34K.
  • Bell Rock Capital first reported a position in Idacorp in Q4 2016 and held it in 13 quarters.
  • Bell Rock Capital's Idacorp position peaked at $35K in Q3 2019.
  • 344 funds tracked by Wall St. Rank held Idacorp as of Q1 2020.

Based on Bell Rock Capital's 13F filing for Q1 2020, filed 7 May 2020.