EWM
IDA icon

Executive Wealth Management’s Idacorp IDA Stock Holding History

Executive Wealth Management’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
2019
Q3 		– Sell
-101
Closed -$10K – 426
2019
Q2 		$10K Buy
101
+1
+1% +$101 ﹤0.01% 612
2019
Q1 		$10K Hold
100
– – ﹤0.01% 551
2018
Q4 		$9K Buy
+100
New +$9.77K ﹤0.01% 579

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Executive Wealth Management's IDA Position: Q3 2019 in Review

Executive Wealth Management sold out of Idacorp (IDA) in Q3 2019, closing a stake of 101 shares — an estimated $10K sold.

Executive Wealth Management first reported a position in IDA in Q4 2018 and held it in 3 quarters. The position peaked at $10K in Q2 2019. 358 funds tracked by Wall St. Rank hold IDA as of Q3 2019.

  • Executive Wealth Management reported no remaining Idacorp position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 101 Idacorp shares in Q3 2019, an estimated $10K.
  • Executive Wealth Management first reported a position in Idacorp in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Idacorp position peaked at $10K in Q2 2019.
  • 358 funds tracked by Wall St. Rank held Idacorp as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.