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Carolinas Wealth Consulting’s Idacorp IDA Stock Holding History

Carolinas Wealth Consulting’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
Q1 		– Sell
-20
Closed -$2K – 958
2021
Q4 		$2K Buy
20
+4
+25% +$426 ﹤0.01% 830
2021
Q3 		$2K Buy
16
+7
+78% +$732 ﹤0.01% 796
2021
Q2 		$1K Hold
9
– – ﹤0.01% 878
2021
Q1 		$1K Buy
+9
New +$823 ﹤0.01% 877

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 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 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

Carolinas Wealth Consulting's IDA Position: Q1 2022 in Review

Carolinas Wealth Consulting sold out of Idacorp (IDA) in Q1 2022, closing a stake of 20 shares — an estimated $2K sold.

Carolinas Wealth Consulting first reported a position in IDA in Q1 2021 and held it in 4 quarters. The position peaked at $2K in Q4 2021. 385 funds tracked by Wall St. Rank hold IDA as of Q1 2022.

  • Carolinas Wealth Consulting reported no remaining Idacorp position as of Q1 2022 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 20 Idacorp shares in Q1 2022, an estimated $2K.
  • Carolinas Wealth Consulting first reported a position in Idacorp in Q1 2021 and held it in 4 quarters.
  • Carolinas Wealth Consulting's Idacorp position peaked at $2K in Q4 2021.
  • 385 funds tracked by Wall St. Rank held Idacorp as of Q1 2022.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2022, filed 17 May 2022.