BBPWM
IDA icon

Blue Bell Private Wealth Management’s Idacorp IDA Stock Holding History

Blue Bell Private Wealth 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
2022
Q3 		– Sell
-12
Closed -$1K – 783
2022
Q2 		$1K Hold
12
– – ﹤0.01% 728
2022
Q1 		$1K Hold
12
– – ﹤0.01% 793
2021
Q4 		$1K Buy
+12
New +$1.28K ﹤0.01% 781

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

Blue Bell Private Wealth Management's IDA Position: Q3 2022 in Review

Blue Bell Private Wealth Management sold out of Idacorp (IDA) in Q3 2022, closing a stake of 12 shares — an estimated $1K sold.

Blue Bell Private Wealth Management first reported a position in IDA in Q4 2021 and held it in 3 quarters. The position peaked at $1K in Q2 2022. 378 funds tracked by Wall St. Rank hold IDA as of Q3 2022.

  • Blue Bell Private Wealth Management reported no remaining Idacorp position as of Q3 2022 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 12 Idacorp shares in Q3 2022, an estimated $1K.
  • Blue Bell Private Wealth Management first reported a position in Idacorp in Q4 2021 and held it in 3 quarters.
  • Blue Bell Private Wealth Management's Idacorp position peaked at $1K in Q2 2022.
  • 378 funds tracked by Wall St. Rank held Idacorp as of Q3 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.