Herold Advisors’s Idacorp IDA Stock Holding History

Herold Advisors’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 Q2	–	Sell	-1,000	Closed	-$115K	–	396
2022 Q1	$115K	Buy	+1,000	New	+$109K	0.04%	255
2021 Q4	–	Sell	-1,000	Closed	-$103K	–	385
2021 Q3	$103K	Buy	+1,000	New	+$105K	0.04%	273

Other funds holding IDA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Herold Advisors's IDA Position: Q2 2022 in Review

Herold Advisors sold out of Idacorp (IDA) in Q2 2022, closing a stake of 1,000 shares — an estimated $115K sold.

Herold Advisors first reported a position in IDA in Q3 2021 and held it in 2 quarters. The position peaked at $115K in Q1 2022. 382 funds tracked by Wall St. Rank hold IDA as of Q2 2022.

Herold Advisors reported no remaining Idacorp position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 1,000 Idacorp shares in Q2 2022, an estimated $115K.
Herold Advisors first reported a position in Idacorp in Q3 2021 and held it in 2 quarters.
Herold Advisors's Idacorp position peaked at $115K in Q1 2022.
382 funds tracked by Wall St. Rank held Idacorp as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.