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CSat Investment Advisory’s Idacorp IDA Stock Holding History

CSat Investment Advisory’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
Q4 		– Sell
-200
Closed -$16K – 733
2020
Q3 		$16K Buy
200
+26
+15% +$2.29K ﹤0.01% 927
2020
Q2 		$15K Buy
174
+31
+22% +$2.8K ﹤0.01% 920
2020
Q1 		$13K Buy
143
+28
+24% +$2.88K ﹤0.01% 826
2019
Q4 		$12K Buy
115
+14
+14% +$1.5K ﹤0.01% 933
2019
Q3 		$11K Buy
101
+14
+16% +$1.49K ﹤0.01% 887
2019
Q2 		$9K Buy
+87
New +$8.78K ﹤0.01% 906

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $2.9T AUM 29.55% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CSat Investment Advisory's IDA Position: Q4 2020 in Review

CSat Investment Advisory sold out of Idacorp (IDA) in Q4 2020, closing a stake of 200 shares — an estimated $16K sold.

CSat Investment Advisory first reported a position in IDA in Q2 2019 and held it in 6 quarters. The position peaked at $16K in Q3 2020. 341 funds tracked by Wall St. Rank hold IDA as of Q4 2020.

  • CSat Investment Advisory reported no remaining Idacorp position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 200 Idacorp shares in Q4 2020, an estimated $16K.
  • CSat Investment Advisory first reported a position in Idacorp in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Idacorp position peaked at $16K in Q3 2020.
  • 341 funds tracked by Wall St. Rank held Idacorp as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.