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Heritage Wealth Management (Arizona)’s Idacorp IDA Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$648K Buy
6,013
+3,302
+122% +$342K 0.09% 158
2022
Q3 		$268K Buy
2,711
+64
+2% +$6.98K 0.09% 172
2022
Q2 		$280K Buy
2,647
+213
+9% +$23K 0.09% 169
2022
Q1 		$281K Buy
+2,434
New +$265K 0.08% 207
2021
Q3 		$132K Buy
1,274
+196
+18% +$20.5K 0.05% 292
2021
Q2 		$105K Buy
1,078
+400
+59% +$40.1K 0.04% 332
2021
Q1 		$68K Buy
+678
New +$62K 0.04% 314

Other funds holding IDA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s IDA Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Idacorp (IDA) stake by 122% in Q4 2022, buying an estimated $342K and bringing the position to 6,013 shares worth $648K. The position accounts for 0.09% of the portfolio, ranked #158.

Heritage Wealth Management (Arizona) first reported a position in IDA in Q1 2021 and has held it in 7 quarters since. 395 funds tracked by Wall St. Rank hold IDA as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 6,013 shares of Idacorp worth $648K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 3,302 Idacorp shares in Q4 2022, an estimated $342K.
  • Idacorp made up 0.09% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #158 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Idacorp in Q1 2021 and has held it in 7 quarters since.
  • 395 funds tracked by Wall St. Rank held Idacorp as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.