CM Wealth Advisors’s Idacorp IDA Stock Holding History

CM 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 Q2	–	Sell	-1,882	Closed	-$209K	–	291
2023 Q1	$209K	Buy	+1,882	New	+$198K	0.04%	364

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CM Wealth Advisors's IDA Position: Q2 2023 in Review

CM Wealth Advisors sold out of Idacorp (IDA) in Q2 2023, closing a stake of 1,882 shares — an estimated $209K sold.

CM Wealth Advisors first reported a position in IDA in Q1 2023 and held it in 1 quarter. The position peaked at $209K in Q1 2023. 392 funds tracked by Wall St. Rank hold IDA as of Q2 2023.

CM Wealth Advisors reported no remaining Idacorp position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 1,882 Idacorp shares in Q2 2023, an estimated $209K.
CM Wealth Advisors first reported a position in Idacorp in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Idacorp position peaked at $209K in Q1 2023.
392 funds tracked by Wall St. Rank held Idacorp as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.