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Canvas Wealth Advisors’s Idacorp IDA Stock Holding History

Canvas Wealth 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
2024
Q4 		– Sell
-3,777
Closed -$389K – 188
2024
Q3 		$389K Sell
3,777
-2,542
-40% -$254K 0.11% 104
2024
Q2 		$623K Buy
6,319
+505
+9% +$47.4K 0.19% 67
2024
Q1 		$525K Buy
+5,814
New +$532K 0.18% 73

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Canvas Wealth Advisors's IDA Position: Q4 2024 in Review

Canvas Wealth Advisors sold out of Idacorp (IDA) in Q4 2024, closing a stake of 3,777 shares — an estimated $389K sold.

Canvas Wealth Advisors first reported a position in IDA in Q1 2024 and held it in 3 quarters. The position peaked at $623K in Q2 2024. 450 funds tracked by Wall St. Rank hold IDA as of Q4 2024.

  • Canvas Wealth Advisors reported no remaining Idacorp position as of Q4 2024 after selling out during the quarter.
  • Canvas Wealth Advisors sold 3,777 Idacorp shares in Q4 2024, an estimated $389K.
  • Canvas Wealth Advisors first reported a position in Idacorp in Q1 2024 and held it in 3 quarters.
  • Canvas Wealth Advisors's Idacorp position peaked at $623K in Q2 2024.
  • 450 funds tracked by Wall St. Rank held Idacorp as of Q4 2024.

Based on Canvas Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.