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Belpointe Asset Management’s Idacorp IDA Stock Holding History

Belpointe Asset Management’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
2023
Q2 		– Sell
-298
Closed -$32.3K – 1845
2023
Q1 		$32.3K Sell
298
-23
-7% -$2.42K ﹤0.01% 2004
2022
Q4 		$34.6K Buy
+321
New +$33.3K ﹤0.01% 1830

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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Belpointe Asset Management's IDA Position: Q2 2023 in Review

Belpointe Asset Management sold out of Idacorp (IDA) in Q2 2023, closing a stake of 298 shares — an estimated $32.3K sold.

Belpointe Asset Management first reported a position in IDA in Q4 2022 and held it in 2 quarters. The position peaked at $34.6K in Q4 2022. 392 funds tracked by Wall St. Rank hold IDA as of Q2 2023.

  • Belpointe Asset Management reported no remaining Idacorp position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 298 Idacorp shares in Q2 2023, an estimated $32.3K.
  • Belpointe Asset Management first reported a position in Idacorp in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Idacorp position peaked at $34.6K in Q4 2022.
  • 392 funds tracked by Wall St. Rank held Idacorp as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.