DA
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DCM Advisors’s Idacorp IDA Stock Holding History

DCM Advisors’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
2022
Q4 		– Sell
-9,436
Closed -$934K – 118
2022
Q3 		$934K Sell
9,436
-808
-8% -$88.1K 0.47% 52
2022
Q2 		$1.09M Sell
10,244
-887
-8% -$95.8K 0.47% 54
2022
Q1 		$1.28M Buy
11,131
+1,723
+18% +$188K 0.45% 60
2021
Q4 		$1.07M Buy
9,408
+4,190
+80% +$446K 0.31% 82
2021
Q3 		$539K Buy
+5,218
New +$545K 0.21% 129

Other funds holding IDA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

DCM Advisors's IDA Position: Q4 2022 in Review

DCM Advisors sold out of Idacorp (IDA) in Q4 2022, closing a stake of 9,436 shares — an estimated $934K sold.

DCM Advisors first reported a position in IDA in Q3 2021 and held it in 5 quarters. The position peaked at $1.28M in Q1 2022. 395 funds tracked by Wall St. Rank hold IDA as of Q4 2022.

  • DCM Advisors reported no remaining Idacorp position as of Q4 2022 after selling out during the quarter.
  • DCM Advisors sold 9,436 Idacorp shares in Q4 2022, an estimated $934K.
  • DCM Advisors first reported a position in Idacorp in Q3 2021 and held it in 5 quarters.
  • DCM Advisors's Idacorp position peaked at $1.28M in Q1 2022.
  • 395 funds tracked by Wall St. Rank held Idacorp as of Q4 2022.

Based on DCM Advisors's 13F filing for Q4 2022, filed 11 Sep 2023.