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Fiduciary Alliance’s Idacorp IDA Stock Holding History

Fiduciary Alliance’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
2023
Q3 		– Sell
-212
Closed -$21.8K – 512
2023
Q2 		$21.8K Buy
+212
New +$22.8K ﹤0.01% 431
2023
Q1 		– Sell
-40
Closed -$4.31K – 460
2022
Q4 		$4.31K Buy
+40
New +$4.14K ﹤0.01% 572

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fiduciary Alliance's IDA Position: Q3 2023 in Review

Fiduciary Alliance sold out of Idacorp (IDA) in Q3 2023, closing a stake of 212 shares — an estimated $21.8K sold.

Fiduciary Alliance first reported a position in IDA in Q4 2022 and held it in 2 quarters. The position peaked at $21.8K in Q2 2023. 389 funds tracked by Wall St. Rank hold IDA as of Q3 2023.

  • Fiduciary Alliance reported no remaining Idacorp position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 212 Idacorp shares in Q3 2023, an estimated $21.8K.
  • Fiduciary Alliance first reported a position in Idacorp in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's Idacorp position peaked at $21.8K in Q2 2023.
  • 389 funds tracked by Wall St. Rank held Idacorp as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.