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Clearview Wealth Advisors’s Idacorp IDA Stock Holding History

Clearview 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
2023
Q3 		– Sell
-90
Closed -$9.23K – 348
2023
Q2 		$9.23K Hold
90
– – 0.01% 374
2023
Q1 		$9.75K Hold
90
– – 0.01% 375
2022
Q4 		$9.71K Hold
90
– – 0.01% 333
2022
Q3 		$9K Hold
90
– – 0.01% 345
2022
Q2 		$10K Hold
90
– – 0.01% 352
2022
Q1 		$10K Hold
90
– – 0.01% 383
2021
Q4 		$10K Buy
90
+40
+80% +$4.26K 0.01% 416
2021
Q3 		$5K Buy
50
+20
+67% +$2.09K ﹤0.01% 502
2021
Q2 		$3K Buy
+30
New +$3.01K ﹤0.01% 544

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Clearview Wealth Advisors's IDA Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Idacorp (IDA) in Q3 2023, closing a stake of 90 shares — an estimated $9.23K sold.

Clearview Wealth Advisors first reported a position in IDA in Q2 2021 and held it in 9 quarters. The position peaked at $10K in Q2 2022. 389 funds tracked by Wall St. Rank hold IDA as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Idacorp position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 90 Idacorp shares in Q3 2023, an estimated $9.23K.
  • Clearview Wealth Advisors first reported a position in Idacorp in Q2 2021 and held it in 9 quarters.
  • Clearview Wealth Advisors's Idacorp position peaked at $10K in Q2 2022.
  • 389 funds tracked by Wall St. Rank held Idacorp as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.