CFM Wealth Partners’s Idacorp IDA Stock Holding History

CFM Wealth 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
2020 Q3	–	Sell	-916	Closed	-$80K	–	295
2020 Q2	$80K	Sell	916 -78	-8%	-$7.04K	0.03%	226
2020 Q1	$87K	Hold	994	–	–	0.04%	211
2019 Q4	$108K	Buy	+994	New	+$106K	0.04%	200

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

EIP

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CFM Wealth Partners's IDA Position: Q3 2020 in Review

CFM Wealth Partners sold out of Idacorp (IDA) in Q3 2020, closing a stake of 916 shares — an estimated $80K sold.

CFM Wealth Partners first reported a position in IDA in Q4 2019 and held it in 3 quarters. The position peaked at $108K in Q4 2019. 359 funds tracked by Wall St. Rank hold IDA as of Q3 2020.

CFM Wealth Partners reported no remaining Idacorp position as of Q3 2020 after selling out during the quarter.
CFM Wealth Partners sold 916 Idacorp shares in Q3 2020, an estimated $80K.
CFM Wealth Partners first reported a position in Idacorp in Q4 2019 and held it in 3 quarters.
CFM Wealth Partners's Idacorp position peaked at $108K in Q4 2019.
359 funds tracked by Wall St. Rank held Idacorp as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.