IMA Advisory Services’s Idacorp IDA Stock Holding History

IMA Advisory 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
2022 Q4	–	Sell	-1	Closed	–	–	392
2022 Q3	$0	Buy	+1	New	+$109	﹤0.01%	378

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 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 Nashville, Tennessee $309B AUM 23.92% 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

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

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

IMA Advisory Services's IDA Position: Q4 2022 in Review

IMA Advisory Services sold out of Idacorp (IDA) in Q4 2022, closing a stake of 1 share.

IMA Advisory Services first reported a position in IDA in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 395 funds tracked by Wall St. Rank hold IDA as of Q4 2022.

IMA Advisory Services reported no remaining Idacorp position as of Q4 2022 after selling out during the quarter.
IMA Advisory Services sold 1 Idacorp share in Q4 2022.
IMA Advisory Services first reported a position in Idacorp in Q3 2022 and held it in 1 quarter.
IMA Advisory Services's Idacorp position peaked at $0 in Q3 2022.
395 funds tracked by Wall St. Rank held Idacorp as of Q4 2022.

Based on IMA Advisory Services's 13F filing for Q4 2022, filed 16 Feb 2023.