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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
2018
Q4 		– Sell
-113,656
Closed -$1.29M – 710
2018
Q3 		$1.29M Sell
113,656
-1,069
-0.9% -$103K 0.02% 643
2018
Q2 		$1.24M Buy
+114,725
New +$10.3M 0.01% 691

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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 Q2 2018 and held it in 4 quarters. The position peaked at $1.29M in Q3 2018. 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 Q2 2018 and held it in 4 quarters.
  • Cornerstone Wealth Management's Idacorp position peaked at $1.29M in Q3 2018.
  • 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.