Founders Financial Alliance’s Idacorp IDA Stock Holding History

Founders Financial Alliance’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
2020 Q4	–	Sell	-10	Closed	–	–	820
2020 Q3	$0	Buy	+10	New	+$881	﹤0.01%	1385

Other funds holding IDA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Founders Financial Alliance's IDA Position: Q4 2020 in Review

Founders Financial Alliance sold out of Idacorp (IDA) in Q4 2020, closing a stake of 10 shares.

Founders Financial Alliance first reported a position in IDA in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 341 funds tracked by Wall St. Rank hold IDA as of Q4 2020.

Founders Financial Alliance reported no remaining Idacorp position as of Q4 2020 after selling out during the quarter.
Founders Financial Alliance sold 10 Idacorp shares in Q4 2020.
Founders Financial Alliance first reported a position in Idacorp in Q3 2020 and held it in 1 quarter.
Founders Financial Alliance's Idacorp position peaked at $0 in Q3 2020.
341 funds tracked by Wall St. Rank held Idacorp as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.