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Bellecapital’s Idacorp IDA Stock Holding History

Bellecapital’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
Q3 		– Sell
-3,174
Closed -$336K – 195
2022
Q2 		$336K Hold
3,174
– – 0.09% 143
2022
Q1 		$366K Hold
3,174
– – 0.12% 137
2021
Q4 		$360K Sell
3,174
-1,082
-25% -$115K 0.1% 144
2021
Q3 		$440K Hold
4,256
– – 0.13% 130
2021
Q2 		$415K Hold
4,256
– – 0.13% 133
2021
Q1 		$425K Buy
+4,256
New +$389K 0.13% 122

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bellecapital's IDA Position: Q3 2022 in Review

Bellecapital sold out of Idacorp (IDA) in Q3 2022, closing a stake of 3,174 shares — an estimated $336K sold.

Bellecapital first reported a position in IDA in Q1 2021 and held it in 6 quarters. The position peaked at $440K in Q3 2021. 378 funds tracked by Wall St. Rank hold IDA as of Q3 2022.

  • Bellecapital reported no remaining Idacorp position as of Q3 2022 after selling out during the quarter.
  • Bellecapital sold 3,174 Idacorp shares in Q3 2022, an estimated $336K.
  • Bellecapital first reported a position in Idacorp in Q1 2021 and held it in 6 quarters.
  • Bellecapital's Idacorp position peaked at $440K in Q3 2021.
  • 378 funds tracked by Wall St. Rank held Idacorp as of Q3 2022.

Based on Bellecapital's 13F filing for Q3 2022, filed 7 Nov 2022.