GA
IDA icon

GoalVest Advisory’s Idacorp IDA Stock Holding History

GoalVest Advisory’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
-21
Closed -$2.06K – 440
2023
Q4 		$2.06K Sell
21
-56
-73% -$5.42K ﹤0.01% 329
2023
Q3 		$7.21K Buy
77
+25
+48% +$2.47K ﹤0.01% 317
2023
Q2 		$5.33K Buy
+52
New +$5.59K ﹤0.01% 297

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

GoalVest Advisory's IDA Position: Q1 2024 in Review

GoalVest Advisory sold out of Idacorp (IDA) in Q1 2024, closing a stake of 21 shares — an estimated $2.06K sold.

GoalVest Advisory first reported a position in IDA in Q2 2023 and held it in 3 quarters. The position peaked at $7.21K in Q3 2023. 403 funds tracked by Wall St. Rank hold IDA as of Q1 2024.

  • GoalVest Advisory reported no remaining Idacorp position as of Q1 2024 after selling out during the quarter.
  • GoalVest Advisory sold 21 Idacorp shares in Q1 2024, an estimated $2.06K.
  • GoalVest Advisory first reported a position in Idacorp in Q2 2023 and held it in 3 quarters.
  • GoalVest Advisory's Idacorp position peaked at $7.21K in Q3 2023.
  • 403 funds tracked by Wall St. Rank held Idacorp as of Q1 2024.

Based on GoalVest Advisory's 13F filing for Q1 2024, filed 15 Apr 2024.