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Financial Gravity Companies’s Idacorp IDA Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$4K Buy
+37
New +$3.61K ﹤0.01% 771
2018
Q1 		$6K Buy
61
+49
+408% +$4.13K 0.01% 675
2017
Q4 		$1K Buy
+12
New +$1.12K ﹤0.01% 1130

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Gravity Companies's IDA Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Idacorp (IDA) in Q4 2018: 37 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #771 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IDA as recently as Q1 2018.

Financial Gravity Companies first reported a position in IDA in Q4 2017 and has held it in 3 quarters since. The position peaked at $6K in Q1 2018. 339 funds tracked by Wall St. Rank hold IDA as of Q4 2018.

  • Financial Gravity Companies held 37 shares of Idacorp worth $4K as of Q4 2018.
  • Idacorp was a new Financial Gravity Companies position in Q4 2018.
  • Idacorp made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #771 holding.
  • Financial Gravity Companies first reported a position in Idacorp in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Idacorp position peaked at $6K in Q1 2018.
  • 339 funds tracked by Wall St. Rank held Idacorp as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.