FDx Advisors’s Idacorp IDA Stock Holding History

FDx Advisors’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
2021 Q2	–	Sell	-5,240	Closed	-$524K	–	838
2021 Q1	$524K	Buy	+5,240	New	+$479K	0.02%	458
2014 Q2	–	Sell	-5,817	Closed	-$323K	–	986
2014 Q1	$323K	Buy	+5,817	New	+$312K	0.03%	587

Other funds holding IDA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

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

FDx Advisors's IDA Position: Q2 2021 in Review

FDx Advisors sold out of Idacorp (IDA) in Q2 2021, closing a stake of 5,240 shares — an estimated $524K sold.

FDx Advisors first reported a position in IDA in Q1 2014 and held it in 2 quarters. The position peaked at $524K in Q1 2021. 347 funds tracked by Wall St. Rank hold IDA as of Q2 2021.

FDx Advisors reported no remaining Idacorp position as of Q2 2021 after selling out during the quarter.
FDx Advisors sold 5,240 Idacorp shares in Q2 2021, an estimated $524K.
FDx Advisors first reported a position in Idacorp in Q1 2014 and held it in 2 quarters.
FDx Advisors's Idacorp position peaked at $524K in Q1 2021.
347 funds tracked by Wall St. Rank held Idacorp as of Q2 2021.

Based on FDx Advisors's 13F filing for Q2 2021, filed 5 Aug 2021.