Castle Financial & Retirement Planning Associates’s Idacorp IDA Stock Holding History

Castle Financial & Retirement Planning Associates’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 Q4	$1K	Buy	+5	New	+$532	﹤0.01%	186

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 Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's IDA Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Idacorp (IDA) in Q4 2021: 5 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #186 among its holdings.

405 funds tracked by Wall St. Rank hold IDA as of Q4 2021.

Castle Financial & Retirement Planning Associates held 5 shares of Idacorp worth $1K as of Q4 2021.
Idacorp was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Idacorp made up ﹤0.01% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #186 holding.
405 funds tracked by Wall St. Rank held Idacorp as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.