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Focused Wealth Management’s Idacorp IDA Stock Holding History

Focused Wealth 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
Q1 		– Sell
-1
Closed -$105 – 539
2023
Q4 		$105 Hold
1
– – ﹤0.01% 972
2023
Q3 		$99 Hold
1
– – ﹤0.01% 985
2023
Q2 		$108 Hold
1
– – ﹤0.01% 1021
2023
Q1 		$113 Hold
1
– – ﹤0.01% 1003
2022
Q4 		$112 Hold
1
– – ﹤0.01% 1040
2022
Q3 		$0 Hold
1
– – ﹤0.01% 995
2022
Q2 		$0 Hold
1
– – ﹤0.01% 993
2022
Q1 		$0 Hold
1
– – ﹤0.01% 1041
2021
Q4 		$0 Buy
+1
New +$106 ﹤0.01% 1038

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

Focused Wealth Management's IDA Position: Q1 2024 in Review

Focused Wealth Management sold out of Idacorp (IDA) in Q1 2024, closing a stake of 1 share — an estimated $105 sold.

Focused Wealth Management first reported a position in IDA in Q4 2021 and held it in 9 quarters. The position peaked at $113 in Q1 2023. 403 funds tracked by Wall St. Rank hold IDA as of Q1 2024.

  • Focused Wealth Management reported no remaining Idacorp position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 1 Idacorp share in Q1 2024, an estimated $105.
  • Focused Wealth Management first reported a position in Idacorp in Q4 2021 and held it in 9 quarters.
  • Focused Wealth Management's Idacorp position peaked at $113 in Q1 2023.
  • 403 funds tracked by Wall St. Rank held Idacorp as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.