DI
IDA icon

Disciplined Investments’s Idacorp IDA Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-7
Closed -$718 – 773
2023
Q2 		$718 Sell
7
-2
-22% -$215 ﹤0.01% 1094
2023
Q1 		$975 Buy
9
+1
+13% +$105 ﹤0.01% 968
2022
Q4 		$863 Sell
8
-2
-20% -$207 ﹤0.01% 964
2022
Q3 		$1K Buy
10
+3
+43% +$327 ﹤0.01% 945
2022
Q2 		$1K Hold
7
– – ﹤0.01% 968
2022
Q1 		$1K Buy
+7
New +$762 ﹤0.01% 1026

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Disciplined Investments's IDA Position: Q3 2023 in Review

Disciplined Investments sold out of Idacorp (IDA) in Q3 2023, closing a stake of 7 shares — an estimated $718 sold.

Disciplined Investments first reported a position in IDA in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 389 funds tracked by Wall St. Rank hold IDA as of Q3 2023.

  • Disciplined Investments reported no remaining Idacorp position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 7 Idacorp shares in Q3 2023, an estimated $718.
  • Disciplined Investments first reported a position in Idacorp in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Idacorp position peaked at $1K in Q3 2022.
  • 389 funds tracked by Wall St. Rank held Idacorp as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.