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BOK Financial Private Wealth’s Idacorp IDA Stock Holding History

BOK Financial Private Wealth’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
Q4 		– Sell
-58
Closed -$5.43K – 523
2023
Q3 		$5.43K Hold
58
– – ﹤0.01% 339
2023
Q2 		$5.95K Hold
58
– – ﹤0.01% 328
2023
Q1 		$6.28K Hold
58
– – ﹤0.01% 354
2022
Q4 		$6.25K Hold
58
– – ﹤0.01% 328
2022
Q3 		$6K Hold
58
– – ﹤0.01% 340
2022
Q2 		$6K Buy
+58
New +$6.27K ﹤0.01% 344

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BOK Financial Private Wealth's IDA Position: Q4 2023 in Review

BOK Financial Private Wealth sold out of Idacorp (IDA) in Q4 2023, closing a stake of 58 shares — an estimated $5.43K sold.

BOK Financial Private Wealth first reported a position in IDA in Q2 2022 and held it in 6 quarters. The position peaked at $6.28K in Q1 2023. 405 funds tracked by Wall St. Rank hold IDA as of Q4 2023.

  • BOK Financial Private Wealth reported no remaining Idacorp position as of Q4 2023 after selling out during the quarter.
  • BOK Financial Private Wealth sold 58 Idacorp shares in Q4 2023, an estimated $5.43K.
  • BOK Financial Private Wealth first reported a position in Idacorp in Q2 2022 and held it in 6 quarters.
  • BOK Financial Private Wealth's Idacorp position peaked at $6.28K in Q1 2023.
  • 405 funds tracked by Wall St. Rank held Idacorp as of Q4 2023.

Based on BOK Financial Private Wealth's 13F filing for Q4 2023, filed 30 Jan 2024.