Financial Gravity Asset Management’s Idacorp IDA Stock Holding History

Financial Gravity Asset 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 Q4	$107K	Hold	9	–	–	0.07%	294
2019 Q3	$1K	Sell	9 -3	-25%	-$320	﹤0.01%	1041
2019 Q2	$1K	Sell	12 -13	-52%	-$1.31K	﹤0.01%	1062
2019 Q1	$2K	Buy	+25	New	+$2.43K	﹤0.01%	951
2018 Q3	$7K	Buy	78 +2	+3%	+$193	0.01%	652
2018 Q2	$7K	Buy	76 +15	+25%	+$1.35K	0.01%	649
2018 Q1	$6K	Buy	+61	New	+$5.15K	0.01%	675

Other funds holding IDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Financial Gravity Asset Management's IDA Position: Q4 2019 in Review

Financial Gravity Asset Management held its Idacorp (IDA) position steady in Q4 2019 at 9 shares worth $107K. The position accounts for 0.07% of the portfolio, ranked #294.

Financial Gravity Asset Management first reported a position in IDA in Q1 2018 and has held it in 7 quarters since. 370 funds tracked by Wall St. Rank hold IDA as of Q4 2019.

Financial Gravity Asset Management held 9 shares of Idacorp worth $107K as of Q4 2019.
Financial Gravity Asset Management left its Idacorp share count unchanged in Q4 2019.
Idacorp made up 0.07% of Financial Gravity Asset Management's portfolio in Q4 2019, its #294 holding.
Financial Gravity Asset Management first reported a position in Idacorp in Q1 2018 and has held it in 7 quarters since.
370 funds tracked by Wall St. Rank held Idacorp as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.