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Financial Advocates Investment Management’s Idaho Strategic Resources IDR Stock Holding History

Financial Advocates Investment Management’s Portfolio IDR Stock Details IDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,076
Closed -$162K – 780
2024
Q3 		$162K Sell
10,076
-1,200
-11% -$14.3K 0.01% 724
2024
Q2 		$111K Sell
11,276
-2,500
-18% -$23.3K 0.01% 705
2024
Q1 		$117K Hold
13,776
– – 0.01% 735
2023
Q4 		$87.2K Hold
13,776
– – 0.01% 707
2023
Q3 		$69.4K Hold
13,776
– – 0.01% 685
2023
Q2 		$73.6K Buy
13,776
+349
+3% +$1.85K 0.01% 679
2023
Q1 		$65.4K Hold
13,427
– – ﹤0.01% 722
2022
Q4 		$76.5K Sell
13,427
-715
-5% -$4.01K 0.01% 728
2022
Q3 		$67K Sell
14,142
-8,571
-38% -$52.1K 0.01% 731
2022
Q2 		$179K Buy
+22,713
New +$187K 0.01% 634

Other funds holding IDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
JAM
JW Asset Management Miami Beach, Florida $320M AUM 140.1% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Financial Advocates Investment Management's IDR Position: Q4 2024 in Review

Financial Advocates Investment Management sold out of Idaho Strategic Resources (IDR) in Q4 2024, closing a stake of 10,076 shares — an estimated $162K sold.

Financial Advocates Investment Management first reported a position in IDR in Q2 2022 and held it in 10 quarters. The position peaked at $179K in Q2 2022. 58 funds tracked by Wall St. Rank hold IDR as of Q4 2024.

  • Financial Advocates Investment Management reported no remaining Idaho Strategic Resources position as of Q4 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 10,076 Idaho Strategic Resources shares in Q4 2024, an estimated $162K.
  • Financial Advocates Investment Management first reported a position in Idaho Strategic Resources in Q2 2022 and held it in 10 quarters.
  • Financial Advocates Investment Management's Idaho Strategic Resources position peaked at $179K in Q2 2022.
  • 58 funds tracked by Wall St. Rank held Idaho Strategic Resources as of Q4 2024.

Based on Financial Advocates Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.