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Harvest Group Wealth Management’s Idacorp IDA Stock Holding History

Harvest Group 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
2020
Q2 		– Sell
-50
Closed -$4K – 647
2020
Q1 		$4K Hold
50
– – ﹤0.01% 273
2019
Q4 		$5K Hold
50
– – ﹤0.01% 375
2019
Q3 		$6K Buy
+50
New +$5.33K 0.01% 358

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

Harvest Group Wealth Management's IDA Position: Q2 2020 in Review

Harvest Group Wealth Management sold out of Idacorp (IDA) in Q2 2020, closing a stake of 50 shares — an estimated $4K sold.

Harvest Group Wealth Management first reported a position in IDA in Q3 2019 and held it in 3 quarters. The position peaked at $6K in Q3 2019. 328 funds tracked by Wall St. Rank hold IDA as of Q2 2020.

  • Harvest Group Wealth Management reported no remaining Idacorp position as of Q2 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 50 Idacorp shares in Q2 2020, an estimated $4K.
  • Harvest Group Wealth Management first reported a position in Idacorp in Q3 2019 and held it in 3 quarters.
  • Harvest Group Wealth Management's Idacorp position peaked at $6K in Q3 2019.
  • 328 funds tracked by Wall St. Rank held Idacorp as of Q2 2020.

Based on Harvest Group Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.