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Cornerstone Wealth Management’s Idacorp IDA Stock Holding History

Cornerstone Wealth 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
2020
Q3 		– Sell
-3,099
Closed -$271K – 405
2020
Q2 		$271K Sell
3,099
-552
-15% -$49.8K 0.04% 293
2020
Q1 		$321K Buy
+3,651
New +$376K 0.06% 255

Other funds holding IDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cornerstone Wealth Management's IDA Position: Q3 2020 in Review

Cornerstone Wealth Management sold out of Idacorp (IDA) in Q3 2020, closing a stake of 3,099 shares — an estimated $271K sold.

Cornerstone Wealth Management first reported a position in IDA in Q1 2020 and held it in 2 quarters. The position peaked at $321K in Q1 2020. 359 funds tracked by Wall St. Rank hold IDA as of Q3 2020.

  • Cornerstone Wealth Management reported no remaining Idacorp position as of Q3 2020 after selling out during the quarter.
  • Cornerstone Wealth Management sold 3,099 Idacorp shares in Q3 2020, an estimated $271K.
  • Cornerstone Wealth Management first reported a position in Idacorp in Q1 2020 and held it in 2 quarters.
  • Cornerstone Wealth Management's Idacorp position peaked at $321K in Q1 2020.
  • 359 funds tracked by Wall St. Rank held Idacorp as of Q3 2020.

Based on Cornerstone Wealth Management's 13F filing for Q3 2020, filed 13 Oct 2020.