FCA
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FinTrust Capital Advisors’s Idacorp IDA Stock Holding History

FinTrust Capital 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
Q3 		– Sell
-28
Closed -$2.61K – 1405
2024
Q2 		$2.61K Buy
+28
New +$2.63K ﹤0.01% 1158
2022
Q1 		– Sell
-560
Closed -$63K – 1252
2021
Q4 		$63K Hold
560
– – 0.02% 508
2021
Q3 		$58K Hold
560
– – 0.02% 528
2021
Q2 		$55K Hold
560
– – 0.01% 538
2021
Q1 		$56K Hold
560
– – 0.02% 525
2020
Q4 		$54K Hold
560
– – 0.02% 487
2020
Q3 		$45 Hold
560
– – 0.01% 505
2020
Q2 		$49K Buy
+560
New +$50.5K 0.02% 494
2019
Q1 		– Sell
-275
Closed -$26K – 1290
2018
Q4 		$26K Buy
+275
New +$26.9K 0.01% 530

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

FinTrust Capital Advisors's IDA Position: Q3 2024 in Review

FinTrust Capital Advisors sold out of Idacorp (IDA) in Q3 2024, closing a stake of 28 shares — an estimated $2.61K sold.

FinTrust Capital Advisors first reported a position in IDA in Q4 2018 and held it in 9 quarters. The position peaked at $63K in Q4 2021. 435 funds tracked by Wall St. Rank hold IDA as of Q3 2024.

  • FinTrust Capital Advisors reported no remaining Idacorp position as of Q3 2024 after selling out during the quarter.
  • FinTrust Capital Advisors sold 28 Idacorp shares in Q3 2024, an estimated $2.61K.
  • FinTrust Capital Advisors first reported a position in Idacorp in Q4 2018 and held it in 9 quarters.
  • FinTrust Capital Advisors's Idacorp position peaked at $63K in Q4 2021.
  • 435 funds tracked by Wall St. Rank held Idacorp as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.