Clarus Wealth Advisors’s Idacorp IDA Stock Holding History

Clarus Wealth Advisors’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
2019 Q3	–	Sell	-260	Closed	-$26K	–	331
2019 Q2	$26K	Hold	260	–	–	0.02%	336
2019 Q1	$26K	Hold	260	–	–	0.02%	384
2018 Q4	$24K	Hold	260	–	–	0.04%	375
2018 Q3	$26K	Hold	260	–	–	0.02%	396
2018 Q2	$23K	Buy	+260	New	+$23.3K	0.02%	408

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

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

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Clarus Wealth Advisors's IDA Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Idacorp (IDA) in Q3 2019, closing a stake of 260 shares — an estimated $26K sold.

Clarus Wealth Advisors first reported a position in IDA in Q2 2018 and held it in 5 quarters. The position peaked at $26K in Q2 2019. 358 funds tracked by Wall St. Rank hold IDA as of Q3 2019.

Clarus Wealth Advisors reported no remaining Idacorp position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 260 Idacorp shares in Q3 2019, an estimated $26K.
Clarus Wealth Advisors first reported a position in Idacorp in Q2 2018 and held it in 5 quarters.
Clarus Wealth Advisors's Idacorp position peaked at $26K in Q2 2019.
358 funds tracked by Wall St. Rank held Idacorp as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.