Concord Wealth Partners’s Idacorp IDA Stock Holding History

Concord Wealth Partners’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	-5	Closed	-$546	–	881
2024 Q4	$546	Hold	5	–	–	﹤0.01%	857
2024 Q3	$515	Buy	+5	New	+$499	﹤0.01%	896

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Concord Wealth Partners's IDA Position: Q1 2025 in Review

Concord Wealth Partners sold out of Idacorp (IDA) in Q1 2025, closing a stake of 5 shares — an estimated $546 sold.

Concord Wealth Partners first reported a position in IDA in Q3 2024 and held it in 2 quarters. The position peaked at $546 in Q4 2024. 454 funds tracked by Wall St. Rank hold IDA as of Q1 2025.

Concord Wealth Partners reported no remaining Idacorp position as of Q1 2025 after selling out during the quarter.
Concord Wealth Partners sold 5 Idacorp shares in Q1 2025, an estimated $546.
Concord Wealth Partners first reported a position in Idacorp in Q3 2024 and held it in 2 quarters.
Concord Wealth Partners's Idacorp position peaked at $546 in Q4 2024.
454 funds tracked by Wall St. Rank held Idacorp as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.