Berman Capital Advisors’s Idacorp IDA Stock Holding History

Berman Capital 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
2021 Q3	$60K	Buy	596 +113	+23%	+$11.8K	0.01%	606
2021 Q2	$46K	Buy	483 +22	+5%	+$2.21K	0.01%	622
2021 Q1	$45K	Buy	461 +342	+287%	+$31.3K	0.01%	518
2020 Q4	$11K	Hold	119	–	–	﹤0.01%	883
2020 Q3	$9K	Buy	119 +26	+28%	+$2.29K	﹤0.01%	833
2020 Q2	$8K	Sell	93 -91	-49%	-$8.21K	﹤0.01%	837
2020 Q1	$16K	Buy	184 +11	+6%	+$1.13K	0.01%	549
2019 Q4	$18K	Buy	173 +1	+0.6%	+$107	0.01%	564
2019 Q3	$19K	Hold	172	–	–	0.01%	521
2019 Q2	$17K	Hold	172	–	–	0.01%	563
2019 Q1	$17K	Buy	172 +124	+258%	+$12K	0.01%	496
2018 Q4	$4K	Buy	+48	New	+$4.69K	﹤0.01%	743

Other funds holding IDA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Berman Capital Advisors's IDA Position: Q3 2021 in Review

Berman Capital Advisors increased its Idacorp (IDA) stake by 23% in Q3 2021, buying an estimated $11.8K and bringing the position to 596 shares worth $60K. The position accounts for 0.01% of the portfolio, ranked #606.

Berman Capital Advisors first reported a position in IDA in Q4 2018 and has held it in 12 quarters since. 354 funds tracked by Wall St. Rank hold IDA as of Q3 2021.

Berman Capital Advisors held 596 shares of Idacorp worth $60K as of Q3 2021.
Berman Capital Advisors bought 113 Idacorp shares in Q3 2021, an estimated $11.8K.
Idacorp made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #606 holding.
Berman Capital Advisors first reported a position in Idacorp in Q4 2018 and has held it in 12 quarters since.
354 funds tracked by Wall St. Rank held Idacorp as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.