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Cary Street Partners Investment Advisory’s Idacorp IDA Stock Holding History

Cary Street Partners Investment Advisory’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
-55
Closed -$5.15K – 1172
2023
Q3 		$5.15K Hold
55
– – ﹤0.01% 1467
2023
Q2 		$5.64K Hold
55
– – ﹤0.01% 1381
2023
Q1 		$5.96K Hold
55
– – ﹤0.01% 1282
2022
Q4 		$5.93K Buy
+55
New +$5.7K ﹤0.01% 1289

Other funds holding IDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $178B AUM 37.23% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cary Street Partners Investment Advisory's IDA Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Idacorp (IDA) in Q4 2023, closing a stake of 55 shares — an estimated $5.15K sold.

Cary Street Partners Investment Advisory first reported a position in IDA in Q4 2022 and held it in 4 quarters. The position peaked at $5.96K in Q1 2023. 405 funds tracked by Wall St. Rank hold IDA as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Idacorp position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 55 Idacorp shares in Q4 2023, an estimated $5.15K.
  • Cary Street Partners Investment Advisory first reported a position in Idacorp in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's Idacorp position peaked at $5.96K in Q1 2023.
  • 405 funds tracked by Wall St. Rank held Idacorp as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.