DB Wealth Management Group’s Idacorp IDA Stock Holding History

DB Wealth Management Group’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
2023 Q4	$97.2K	Hold	989	–	–	0.06%	121
2023 Q3	$92.6K	Hold	989	–	–	0.06%	116
2023 Q2	$101K	Hold	989	–	–	0.06%	108
2023 Q1	$107K	Hold	989	–	–	0.07%	106
2022 Q4	$107K	Hold	989	–	–	0.07%	105
2022 Q3	$98K	Hold	989	–	–	0.07%	107
2022 Q2	$105K	Hold	989	–	–	0.07%	108
2022 Q1	$114K	Hold	989	–	–	0.07%	113
2021 Q4	$112K	Hold	989	–	–	0.07%	109
2021 Q3	$102K	Hold	989	–	–	0.07%	114
2021 Q2	$96K	Hold	989	–	–	0.06%	117
2021 Q1	$99K	Hold	989	–	–	0.07%	111
2020 Q4	$95K	Buy	+989	New	+$90K	0.07%	113

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DB Wealth Management Group's IDA Position: Q4 2023 in Review

DB Wealth Management Group held its Idacorp (IDA) position steady in Q4 2023 at 989 shares worth $97.2K. The position accounts for 0.06% of the portfolio, ranked #121.

DB Wealth Management Group first reported a position in IDA in Q4 2020 and has held it in 13 quarters since. The position peaked at $114K in Q1 2022. 405 funds tracked by Wall St. Rank hold IDA as of Q4 2023.

DB Wealth Management Group held 989 shares of Idacorp worth $97.2K as of Q4 2023.
DB Wealth Management Group left its Idacorp share count unchanged in Q4 2023.
Idacorp made up 0.06% of DB Wealth Management Group's portfolio in Q4 2023, its #121 holding.
DB Wealth Management Group first reported a position in Idacorp in Q4 2020 and has held it in 13 quarters since.
DB Wealth Management Group's Idacorp position peaked at $114K in Q1 2022.
405 funds tracked by Wall St. Rank held Idacorp as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.