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Colonial Trust’s Idacorp IDA Stock Holding History

Colonial Trust’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
2025
Q1 		– Sell
-59
Closed -$6.45K – 1214
2024
Q4 		$6.45K Buy
+59
New +$6.49K ﹤0.01% 1017
2023
Q2 		– Sell
-304
Closed -$32.7K – 960
2023
Q1 		$32.9K Buy
304
+3
+1% +$315 0.01% 521
2022
Q4 		$32.5K Buy
+301
New +$31.2K 0.01% 507

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Colonial Trust's IDA Position: Q1 2025 in Review

Colonial Trust sold out of Idacorp (IDA) in Q1 2025, closing a stake of 59 shares — an estimated $6.45K sold.

Colonial Trust first reported a position in IDA in Q4 2022 and held it in 3 quarters. The position peaked at $32.9K in Q1 2023. 454 funds tracked by Wall St. Rank hold IDA as of Q1 2025.

  • Colonial Trust reported no remaining Idacorp position as of Q1 2025 after selling out during the quarter.
  • Colonial Trust sold 59 Idacorp shares in Q1 2025, an estimated $6.45K.
  • Colonial Trust first reported a position in Idacorp in Q4 2022 and held it in 3 quarters.
  • Colonial Trust's Idacorp position peaked at $32.9K in Q1 2023.
  • 454 funds tracked by Wall St. Rank held Idacorp as of Q1 2025.

Based on Colonial Trust's 13F filing for Q1 2025, filed 14 May 2025.