DA
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Duality Advisers’s Idacorp IDA Stock Holding History

Duality 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
2024
Q2 		– Sell
-9,006
Closed -$837K – 252
2024
Q1 		$837K Buy
+9,006
New +$825K 0.08% 373
2022
Q3 		– Sell
-15,839
Closed -$1.68M – 632
2022
Q2 		$1.68M Buy
+15,839
New +$1.71M 0.17% 245
2021
Q3 		– Sell
-16,613
Closed -$1.62M – 619
2021
Q2 		$1.62M Buy
+16,613
New +$1.67M 0.14% 242
2020
Q1 		– Sell
-3,097
Closed -$331K – 157
2019
Q4 		$331K Sell
3,097
-17,623
-85% -$1.88M 0.02% 343
2019
Q3 		$2.33M Buy
+20,720
New +$2.21M 0.13% 193

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Duality Advisers's IDA Position: Q2 2024 in Review

Duality Advisers sold out of Idacorp (IDA) in Q2 2024, closing a stake of 9,006 shares — an estimated $837K sold.

Duality Advisers first reported a position in IDA in Q3 2019 and held it in 5 quarters. The position peaked at $2.33M in Q3 2019. 396 funds tracked by Wall St. Rank hold IDA as of Q2 2024.

  • Duality Advisers reported no remaining Idacorp position as of Q2 2024 after selling out during the quarter.
  • Duality Advisers sold 9,006 Idacorp shares in Q2 2024, an estimated $837K.
  • Duality Advisers first reported a position in Idacorp in Q3 2019 and held it in 5 quarters.
  • Duality Advisers's Idacorp position peaked at $2.33M in Q3 2019.
  • 396 funds tracked by Wall St. Rank held Idacorp as of Q2 2024.

Based on Duality Advisers's 13F filing for Q2 2024.