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Freedom Investment Management’s Idacorp IDA Stock Holding History

Freedom Investment 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
2020
Q2 		– Sell
-2,449
Closed -$268K – 626
2020
Q1 		$268K Buy
2,449
+128
+6% +$13.2K 0.02% 543
2019
Q4 		$248K Sell
2,321
-120
-5% -$12.8K 0.02% 565
2019
Q3 		$275K Sell
2,441
-164
-6% -$17.5K 0.02% 542
2019
Q2 		$262K Buy
2,605
+19
+0.7% +$1.92K 0.02% 568
2019
Q1 		$257K Sell
2,586
-1,150
-31% -$112K 0.02% 564
2018
Q4 		$348K Sell
3,736
-665
-15% -$64.9K 0.03% 521
2018
Q3 		$430K Buy
4,401
+96
+2% +$9.25K 0.03% 591
2018
Q2 		$397K Buy
+4,305
New +$386K 0.02% 655
2016
Q1 		– Sell
-3,323
Closed -$226K – 855
2015
Q4 		$226K Buy
+3,323
New +$224K 0.02% 653

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Freedom Investment Management's IDA Position: Q2 2020 in Review

Freedom Investment Management sold out of Idacorp (IDA) in Q2 2020, closing a stake of 2,449 shares — an estimated $268K sold.

Freedom Investment Management first reported a position in IDA in Q4 2015 and held it in 9 quarters. The position peaked at $430K in Q3 2018. 328 funds tracked by Wall St. Rank hold IDA as of Q2 2020.

  • Freedom Investment Management reported no remaining Idacorp position as of Q2 2020 after selling out during the quarter.
  • Freedom Investment Management sold 2,449 Idacorp shares in Q2 2020, an estimated $268K.
  • Freedom Investment Management first reported a position in Idacorp in Q4 2015 and held it in 9 quarters.
  • Freedom Investment Management's Idacorp position peaked at $430K in Q3 2018.
  • 328 funds tracked by Wall St. Rank held Idacorp as of Q2 2020.

Based on Freedom Investment Management's 13F filing for Q2 2020, filed 10 Aug 2020.