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HBC Financial Services’s Idacorp IDA Stock Holding History

HBC Financial Services’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
2021
Q3 		– Sell
-234
Closed -$24K – 177
2021
Q2 		$24K Hold
234
– – 0.02% 98
2021
Q1 		$23.5K Hold
234
– – 0.02% 106
2020
Q4 		$20K Hold
234
– – 0.02% 107
2020
Q3 		$22K Buy
234
+134
+134% +$11.8K 0.02% 94
2020
Q2 		$5K Sell
100
-884
-90% -$79.8K ﹤0.01% 133
2020
Q1 		$84K Hold
984
– – 0.1% 32
2019
Q4 		$103K Buy
+984
New +$105K 0.09% 40

Other funds holding IDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

HBC Financial Services's IDA Position: Q3 2021 in Review

HBC Financial Services sold out of Idacorp (IDA) in Q3 2021, closing a stake of 234 shares — an estimated $24K sold.

HBC Financial Services first reported a position in IDA in Q4 2019 and held it in 7 quarters. The position peaked at $103K in Q4 2019. 354 funds tracked by Wall St. Rank hold IDA as of Q3 2021.

  • HBC Financial Services reported no remaining Idacorp position as of Q3 2021 after selling out during the quarter.
  • HBC Financial Services sold 234 Idacorp shares in Q3 2021, an estimated $24K.
  • HBC Financial Services first reported a position in Idacorp in Q4 2019 and held it in 7 quarters.
  • HBC Financial Services's Idacorp position peaked at $103K in Q4 2019.
  • 354 funds tracked by Wall St. Rank held Idacorp as of Q3 2021.

Based on HBC Financial Services's 13F filing for Q3 2021, filed 2 Nov 2021.