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Destiny Wealth Partners’s Idacorp IDA Stock Holding History

Destiny Wealth Partners’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
-2,785
Closed -$276K – 694
2022
Q3 		$276K Buy
2,785
+708
+34% +$77.2K 0.06% 147
2022
Q2 		$220K Buy
2,077
+1,195
+135% +$129K 0.05% 163
2022
Q1 		$102K Buy
882
+226
+34% +$24.6K 0.02% 236
2021
Q4 		$74K Buy
656
+129
+24% +$13.7K 0.01% 264
2021
Q3 		$54K Buy
+527
New +$55.1K 0.01% 282

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

Destiny Wealth Partners's IDA Position: Q4 2022 in Review

Destiny Wealth Partners sold out of Idacorp (IDA) in Q4 2022, closing a stake of 2,785 shares — an estimated $276K sold.

Destiny Wealth Partners first reported a position in IDA in Q3 2021 and held it in 5 quarters. The position peaked at $276K in Q3 2022. 395 funds tracked by Wall St. Rank hold IDA as of Q4 2022.

  • Destiny Wealth Partners reported no remaining Idacorp position as of Q4 2022 after selling out during the quarter.
  • Destiny Wealth Partners sold 2,785 Idacorp shares in Q4 2022, an estimated $276K.
  • Destiny Wealth Partners first reported a position in Idacorp in Q3 2021 and held it in 5 quarters.
  • Destiny Wealth Partners's Idacorp position peaked at $276K in Q3 2022.
  • 395 funds tracked by Wall St. Rank held Idacorp as of Q4 2022.

Based on Destiny Wealth Partners's 13F filing for Q4 2022, filed 27 Jan 2023.