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Citizens Financial Group’s Idacorp IDA Stock Holding History

Citizens Financial Group’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
Q2 		– Sell
-2,701
Closed -$293K – 423
2023
Q1 		$293K Hold
2,701
– – 0.01% 372
2022
Q4 		$291K Buy
2,701
+296
+12% +$30.7K 0.01% 345
2022
Q3 		$238K Hold
2,405
– – 0.01% 365
2022
Q2 		$255K Hold
2,405
– – 0.01% 369
2022
Q1 		$277K Buy
2,405
+233
+11% +$25.4K 0.01% 376
2021
Q4 		$246K Buy
+2,172
New +$231K 0.01% 396

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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

Citizens Financial Group's IDA Position: Q2 2023 in Review

Citizens Financial Group sold out of Idacorp (IDA) in Q2 2023, closing a stake of 2,701 shares — an estimated $293K sold.

Citizens Financial Group first reported a position in IDA in Q4 2021 and held it in 6 quarters. The position peaked at $293K in Q1 2023. 392 funds tracked by Wall St. Rank hold IDA as of Q2 2023.

  • Citizens Financial Group reported no remaining Idacorp position as of Q2 2023 after selling out during the quarter.
  • Citizens Financial Group sold 2,701 Idacorp shares in Q2 2023, an estimated $293K.
  • Citizens Financial Group first reported a position in Idacorp in Q4 2021 and held it in 6 quarters.
  • Citizens Financial Group's Idacorp position peaked at $293K in Q1 2023.
  • 392 funds tracked by Wall St. Rank held Idacorp as of Q2 2023.

Based on Citizens Financial Group's 13F filing for Q2 2023, filed 4 Aug 2023.