Bollard Group’s Idacorp IDA Stock Holding History

Bollard Group’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 Q3	–	Sell	-122	Closed	-$13K	–	522
2023 Q2	$13K	Buy	+122	New	+$13.1K	﹤0.01%	276

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 Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bollard Group's IDA Position: Q3 2023 in Review

Bollard Group sold out of Idacorp (IDA) in Q3 2023, closing a stake of 122 shares — an estimated $13K sold.

Bollard Group first reported a position in IDA in Q2 2023 and held it in 1 quarter. The position peaked at $13K in Q2 2023. 389 funds tracked by Wall St. Rank hold IDA as of Q3 2023.

Bollard Group reported no remaining Idacorp position as of Q3 2023 after selling out during the quarter.
Bollard Group sold 122 Idacorp shares in Q3 2023, an estimated $13K.
Bollard Group first reported a position in Idacorp in Q2 2023 and held it in 1 quarter.
Bollard Group's Idacorp position peaked at $13K in Q2 2023.
389 funds tracked by Wall St. Rank held Idacorp as of Q3 2023.

Based on Bollard Group's 13F filing for Q3 2023, filed 14 Nov 2023.