Empower Advisory Group
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Empower Advisory Group’s Idacorp IDA Stock Holding History

Empower Advisory Group’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
Q1 		– Sell
-4,080
Closed -$401K – 503
2023
Q4 		$401K Sell
4,080
-590
-13% -$57.1K ﹤0.01% 330
2023
Q3 		$437K Hold
4,670
– – ﹤0.01% 308
2023
Q2 		$479K Hold
4,670
– – ﹤0.01% 315
2023
Q1 		$505K Buy
+4,670
New +$490K ﹤0.01% 306

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Empower Advisory Group's IDA Position: Q1 2024 in Review

Empower Advisory Group sold out of Idacorp (IDA) in Q1 2024, closing a stake of 4,080 shares — an estimated $401K sold.

Empower Advisory Group first reported a position in IDA in Q1 2023 and held it in 4 quarters. The position peaked at $505K in Q1 2023. 403 funds tracked by Wall St. Rank hold IDA as of Q1 2024.

  • Empower Advisory Group reported no remaining Idacorp position as of Q1 2024 after selling out during the quarter.
  • Empower Advisory Group sold 4,080 Idacorp shares in Q1 2024, an estimated $401K.
  • Empower Advisory Group first reported a position in Idacorp in Q1 2023 and held it in 4 quarters.
  • Empower Advisory Group's Idacorp position peaked at $505K in Q1 2023.
  • 403 funds tracked by Wall St. Rank held Idacorp as of Q1 2024.

Based on Empower Advisory Group's 13F filing for Q1 2024, filed 2 May 2024.