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Financial Network Wealth Advisors’s Idacorp IDA Stock Holding History

Financial Network Wealth Advisors’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
Q1 		– Sell
-2,800
Closed -$275K – 128
2023
Q4 		$275K Buy
+2,800
New +$271K 0.29% 89

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Network Wealth Advisors's IDA Position: Q1 2024 in Review

Financial Network Wealth Advisors sold out of Idacorp (IDA) in Q1 2024, closing a stake of 2,800 shares — an estimated $275K sold.

Financial Network Wealth Advisors first reported a position in IDA in Q4 2023 and held it in 1 quarter. The position peaked at $275K in Q4 2023. 403 funds tracked by Wall St. Rank hold IDA as of Q1 2024.

  • Financial Network Wealth Advisors reported no remaining Idacorp position as of Q1 2024 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 2,800 Idacorp shares in Q1 2024, an estimated $275K.
  • Financial Network Wealth Advisors first reported a position in Idacorp in Q4 2023 and held it in 1 quarter.
  • Financial Network Wealth Advisors's Idacorp position peaked at $275K in Q4 2023.
  • 403 funds tracked by Wall St. Rank held Idacorp as of Q1 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q1 2024, filed 14 May 2024.