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ICA Group Wealth Management’s Idacorp IDA Stock Holding History

ICA 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
2024
Q2 		– Sell
-16
Closed -$1.49K – 1020
2024
Q1 		$1.49K Hold
16
– – ﹤0.01% 1206
2023
Q4 		$1.57K Buy
+16
New +$1.55K ﹤0.01% 1201
2023
Q3 		– Sell
-16
Closed -$1.64K – 673
2023
Q2 		$1.64K Hold
16
– – ﹤0.01% 1149
2023
Q1 		$1.73K Hold
16
– – ﹤0.01% 1102
2022
Q4 		$1.73K Buy
+16
New +$1.66K ﹤0.01% 1127

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

ICA Group Wealth Management's IDA Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Idacorp (IDA) in Q2 2024, closing a stake of 16 shares — an estimated $1.49K sold.

ICA Group Wealth Management first reported a position in IDA in Q4 2022 and held it in 5 quarters. The position peaked at $1.73K in Q1 2023. 396 funds tracked by Wall St. Rank hold IDA as of Q2 2024.

  • ICA Group Wealth Management reported no remaining Idacorp position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 16 Idacorp shares in Q2 2024, an estimated $1.49K.
  • ICA Group Wealth Management first reported a position in Idacorp in Q4 2022 and held it in 5 quarters.
  • ICA Group Wealth Management's Idacorp position peaked at $1.73K in Q1 2023.
  • 396 funds tracked by Wall St. Rank held Idacorp as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.