Custom Index Systems’s Idacorp IDA Stock Holding History

Custom Index Systems’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
2024 Q1	–	Sell	-5,120	Closed	-$503K	–	278
2023 Q4	$503K	Buy	+5,120	New	+$496K	0.31%	76

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Custom Index Systems's IDA Position: Q1 2024 in Review

Custom Index Systems sold out of Idacorp (IDA) in Q1 2024, closing a stake of 5,120 shares — an estimated $503K sold.

Custom Index Systems first reported a position in IDA in Q4 2023 and held it in 1 quarter. The position peaked at $503K in Q4 2023. 403 funds tracked by Wall St. Rank hold IDA as of Q1 2024.

Custom Index Systems reported no remaining Idacorp position as of Q1 2024 after selling out during the quarter.
Custom Index Systems sold 5,120 Idacorp shares in Q1 2024, an estimated $503K.
Custom Index Systems first reported a position in Idacorp in Q4 2023 and held it in 1 quarter.
Custom Index Systems's Idacorp position peaked at $503K in Q4 2023.
403 funds tracked by Wall St. Rank held Idacorp as of Q1 2024.

Based on Custom Index Systems's 13F filing for Q1 2024, filed 14 May 2024.