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Dixon Hughes Goodman Wealth Advisors’s Idacorp IDA Stock Holding History

Dixon Hughes Goodman Wealth 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
Q1 		$146K Hold
1,267
– – 0.04% 200
2021
Q4 		$144K Buy
+1,267
New +$135K 0.05% 173

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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's IDA Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its Idacorp (IDA) position steady in Q1 2022 at 1,267 shares worth $146K. The position accounts for 0.04% of the portfolio, ranked #200.

Dixon Hughes Goodman Wealth Advisors first reported a position in IDA in Q4 2021 and has held it in 2 quarters since. 385 funds tracked by Wall St. Rank hold IDA as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 1,267 shares of Idacorp worth $146K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its Idacorp share count unchanged in Q1 2022.
  • Idacorp made up 0.04% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #200 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Idacorp in Q4 2021 and has held it in 2 quarters since.
  • 385 funds tracked by Wall St. Rank held Idacorp as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.