DWA
IDA icon

Dougherty Wealth Advisers’s Idacorp IDA Stock Holding History

Dougherty Wealth Advisers’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
2020
Q4 		– Sell
-232
Closed -$19K – 146
2020
Q3 		$19K Hold
232
– – 0.07% 133
2020
Q2 		$20K Hold
232
– – 0.07% 138
2020
Q1 		$20K Hold
232
– – 0.08% 135
2019
Q4 		$25K Hold
232
– – 0.08% 143
2019
Q3 		$26K Hold
232
– – 0.09% 140
2019
Q2 		$23K Hold
232
– – 0.07% 169
2019
Q1 		$23K Hold
232
– – 0.08% 147
2018
Q4 		$23K Buy
+232
New +$22.7K 0.08% 153

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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dougherty Wealth Advisers's IDA Position: Q4 2020 in Review

Dougherty Wealth Advisers sold out of Idacorp (IDA) in Q4 2020, closing a stake of 232 shares — an estimated $19K sold.

Dougherty Wealth Advisers first reported a position in IDA in Q4 2018 and held it in 8 quarters. The position peaked at $26K in Q3 2019. 341 funds tracked by Wall St. Rank hold IDA as of Q4 2020.

  • Dougherty Wealth Advisers reported no remaining Idacorp position as of Q4 2020 after selling out during the quarter.
  • Dougherty Wealth Advisers sold 232 Idacorp shares in Q4 2020, an estimated $19K.
  • Dougherty Wealth Advisers first reported a position in Idacorp in Q4 2018 and held it in 8 quarters.
  • Dougherty Wealth Advisers's Idacorp position peaked at $26K in Q3 2019.
  • 341 funds tracked by Wall St. Rank held Idacorp as of Q4 2020.

Based on Dougherty Wealth Advisers's 13F filing for Q4 2020, filed 4 Feb 2021.