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Contravisory Investment Management’s Idacorp IDA Stock Holding History

Contravisory Investment Management’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
Q4 		– Sell
-2,235
Closed -$209K – 390
2023
Q3 		$209K Hold
2,235
– – 0.06% 192
2023
Q2 		$229K Hold
2,235
– – 0.06% 191
2023
Q1 		$242K Buy
2,235
+65
+3% +$6.83K 0.07% 187
2022
Q4 		$234K Buy
2,170
+284
+15% +$29.4K 0.06% 182
2022
Q3 		$187K Hold
1,886
– – 0.06% 180
2022
Q2 		$200K Hold
1,886
– – 0.06% 182
2022
Q1 		$218K Buy
+1,886
New +$205K 0.06% 180
2013
Q4 		– Sell
-2,275
Closed -$110K – 130
2013
Q3 		$110K Hold
2,275
– – 0.02% 84
2013
Q2 		$109K Buy
+2,275
New +$109K 0.02% 89

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Contravisory Investment Management's IDA Position: Q4 2023 in Review

Contravisory Investment Management sold out of Idacorp (IDA) in Q4 2023, closing a stake of 2,235 shares — an estimated $209K sold.

Contravisory Investment Management first reported a position in IDA in Q2 2013 and held it in 9 quarters. The position peaked at $242K in Q1 2023. 405 funds tracked by Wall St. Rank hold IDA as of Q4 2023.

  • Contravisory Investment Management reported no remaining Idacorp position as of Q4 2023 after selling out during the quarter.
  • Contravisory Investment Management sold 2,235 Idacorp shares in Q4 2023, an estimated $209K.
  • Contravisory Investment Management first reported a position in Idacorp in Q2 2013 and held it in 9 quarters.
  • Contravisory Investment Management's Idacorp position peaked at $242K in Q1 2023.
  • 405 funds tracked by Wall St. Rank held Idacorp as of Q4 2023.

Based on Contravisory Investment Management's 13F filing for Q4 2023, filed 11 Jan 2024.