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Dakota Wealth Management’s Idacorp IDA Stock Holding History

Dakota 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
2024
Q1 		– Sell
-2,447
Closed -$241K – 749
2023
Q4 		$241K Buy
2,447
+13
+0.5% +$1.26K 0.01% 564
2023
Q3 		$228K Sell
2,434
-70
-3% -$6.91K 0.01% 562
2023
Q2 		$257K Buy
2,504
+3
+0.1% +$322 0.01% 524
2023
Q1 		$271K Buy
2,501
+130
+5% +$13.7K 0.02% 487
2022
Q4 		$256K Buy
+2,371
New +$246K 0.02% 480
2022
Q3 		– Sell
-1,947
Closed -$206K – 592
2022
Q2 		$206K Buy
+1,947
New +$210K 0.02% 442

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dakota Wealth Management's IDA Position: Q1 2024 in Review

Dakota Wealth Management sold out of Idacorp (IDA) in Q1 2024, closing a stake of 2,447 shares — an estimated $241K sold.

Dakota Wealth Management first reported a position in IDA in Q2 2022 and held it in 6 quarters. The position peaked at $271K in Q1 2023. 403 funds tracked by Wall St. Rank hold IDA as of Q1 2024.

  • Dakota Wealth Management reported no remaining Idacorp position as of Q1 2024 after selling out during the quarter.
  • Dakota Wealth Management sold 2,447 Idacorp shares in Q1 2024, an estimated $241K.
  • Dakota Wealth Management first reported a position in Idacorp in Q2 2022 and held it in 6 quarters.
  • Dakota Wealth Management's Idacorp position peaked at $271K in Q1 2023.
  • 403 funds tracked by Wall St. Rank held Idacorp as of Q1 2024.

Based on Dakota Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.