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Focus Partners Advisor Solutions’s Idacorp IDA Stock Holding History

Focus Partners Advisor Solutions’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
2023
Q4 		– Sell
-2,313
Closed -$217K – 445
2023
Q3 		$217K Buy
+2,313
New +$228K 0.01% 411

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Focus Partners Advisor Solutions's IDA Position: Q4 2023 in Review

Focus Partners Advisor Solutions sold out of Idacorp (IDA) in Q4 2023, closing a stake of 2,313 shares — an estimated $217K sold.

Focus Partners Advisor Solutions first reported a position in IDA in Q3 2023 and held it in 1 quarter. The position peaked at $217K in Q3 2023. 405 funds tracked by Wall St. Rank hold IDA as of Q4 2023.

  • Focus Partners Advisor Solutions reported no remaining Idacorp position as of Q4 2023 after selling out during the quarter.
  • Focus Partners Advisor Solutions sold 2,313 Idacorp shares in Q4 2023, an estimated $217K.
  • Focus Partners Advisor Solutions first reported a position in Idacorp in Q3 2023 and held it in 1 quarter.
  • Focus Partners Advisor Solutions's Idacorp position peaked at $217K in Q3 2023.
  • 405 funds tracked by Wall St. Rank held Idacorp as of Q4 2023.

Based on Focus Partners Advisor Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.