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
2024 Q2	–	Sell	-5	Closed	-$445	–	1921
2024 Q1	$445	Buy	+5	New	+$458	﹤0.01%	1392
2023 Q3	–	Sell	-103	Closed	-$569	–	1491
2023 Q2	$569	Buy	+103	New	+$11.1K	﹤0.01%	976
2023 Q1	–	Sell	-108	Closed	-$594	–	1385
2022 Q4	$594	Buy	+108	New	+$11.2K	﹤0.01%	778
2020 Q2	–	Sell	-5	Closed	-$419	–	408
2020 Q1	$419	Sell	5 -4	-44%	-$412	﹤0.01%	582
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 $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Financial Gravity Asset Management's IDA Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Idacorp (IDA) in Q2 2024, closing a stake of 5 shares — an estimated $445 sold.

Financial Gravity Asset Management first reported a position in IDA in Q1 2018 and held it in 11 quarters. The position peaked at $107K in Q4 2019. 396 funds tracked by Wall St. Rank hold IDA as of Q2 2024.

Financial Gravity Asset Management reported no remaining Idacorp position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 5 Idacorp shares in Q2 2024, an estimated $445.
Financial Gravity Asset Management first reported a position in Idacorp in Q1 2018 and held it in 11 quarters.
Financial Gravity Asset Management's Idacorp position peaked at $107K in Q4 2019.
396 funds tracked by Wall St. Rank held Idacorp as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.