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Edgestream Partners’s Idacorp IDA Stock Holding History

Edgestream 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
2024
Q3 		– Sell
-19,673
Closed -$1.83M – 951
2024
Q2 		$1.83M Buy
+19,673
New +$1.85M 0.09% 363
2023
Q4 		– Sell
-14,260
Closed -$1.34M – 941
2023
Q3 		$1.34M Sell
14,260
-18,441
-56% -$1.82M 0.11% 303
2023
Q2 		$3.36M Buy
+32,701
New +$3.52M 0.3% 58

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
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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Edgestream Partners's IDA Position: Q3 2024 in Review

Edgestream Partners sold out of Idacorp (IDA) in Q3 2024, closing a stake of 19,673 shares — an estimated $1.83M sold.

Edgestream Partners first reported a position in IDA in Q2 2023 and held it in 3 quarters. The position peaked at $3.36M in Q2 2023. 435 funds tracked by Wall St. Rank hold IDA as of Q3 2024.

  • Edgestream Partners reported no remaining Idacorp position as of Q3 2024 after selling out during the quarter.
  • Edgestream Partners sold 19,673 Idacorp shares in Q3 2024, an estimated $1.83M.
  • Edgestream Partners first reported a position in Idacorp in Q2 2023 and held it in 3 quarters.
  • Edgestream Partners's Idacorp position peaked at $3.36M in Q2 2023.
  • 435 funds tracked by Wall St. Rank held Idacorp as of Q3 2024.

Based on Edgestream Partners's 13F filing for Q3 2024, filed 14 Nov 2024.