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Castleview Partners’s Idacorp IDA Stock Holding History

Castleview Partners’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
Q3 		– Sell
-10
Closed -$932 – 714
2024
Q2 		$932 Sell
10
-4
-29% -$375 ﹤0.01% 815
2024
Q1 		$1.3K Sell
14
-1
-7% -$92 ﹤0.01% 776
2023
Q4 		$1.48K Sell
15
-1
-6% -$97 ﹤0.01% 731
2023
Q3 		$1.5K Buy
+16
New +$1.58K ﹤0.01% 577
2022
Q1 		– Sell
-12,804
Closed -$113 – 849
2021
Q4 		$113 Buy
+12,804
New +$1.36M ﹤0.01% 770

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Castleview Partners's IDA Position: Q3 2024 in Review

Castleview Partners sold out of Idacorp (IDA) in Q3 2024, closing a stake of 10 shares — an estimated $932 sold.

Castleview Partners first reported a position in IDA in Q4 2021 and held it in 5 quarters. The position peaked at $1.5K in Q3 2023. 435 funds tracked by Wall St. Rank hold IDA as of Q3 2024.

  • Castleview Partners reported no remaining Idacorp position as of Q3 2024 after selling out during the quarter.
  • Castleview Partners sold 10 Idacorp shares in Q3 2024, an estimated $932.
  • Castleview Partners first reported a position in Idacorp in Q4 2021 and held it in 5 quarters.
  • Castleview Partners's Idacorp position peaked at $1.5K in Q3 2023.
  • 435 funds tracked by Wall St. Rank held Idacorp as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.