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Capital Asset Advisory Services’s Idacorp IDA Stock Holding History

Capital Asset Advisory Services’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
Q1 		– Sell
-38
Closed -$4K – 1050
2020
Q4 		$4K Buy
+38
New +$3.46K ﹤0.01% 1328

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Goldman Sachs
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Asset Advisory Services's IDA Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Idacorp (IDA) in Q1 2021, closing a stake of 38 shares — an estimated $4K sold.

Capital Asset Advisory Services first reported a position in IDA in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 368 funds tracked by Wall St. Rank hold IDA as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Idacorp position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 38 Idacorp shares in Q1 2021, an estimated $4K.
  • Capital Asset Advisory Services first reported a position in Idacorp in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Idacorp position peaked at $4K in Q4 2020.
  • 368 funds tracked by Wall St. Rank held Idacorp as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.