Johanson Financial Advisors’s Idacorp IDA Stock Holding History

Johanson Financial 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
2021 Q4	$512K	Buy	4,521 +121	+3%	+$12.9K	0.16%	85
2021 Q3	$455K	Sell	4,400 -691	-14%	-$72.2K	0.16%	85
2021 Q2	$521K	Sell	5,091 -404	-7%	-$40.5K	0.18%	83
2021 Q1	$548K	Sell	5,495 -1,300	-19%	-$119K	0.2%	77
2020 Q4	$653K	Sell	6,795 -339	-5%	-$30.9K	0.26%	70
2020 Q3	$593K	Sell	7,134 -718	-9%	-$63.3K	0.27%	66
2020 Q2	$686K	Sell	7,852 -665	-8%	-$60K	0.34%	57
2020 Q1	$747K	Sell	8,517 -824,521	-99%	-$84.9M	0.43%	51
2019 Q4	$7.8M	Buy	833,038 +825,351	+10,737%	+$88.2M	0.37%	48
2019 Q3	$865K	Buy	7,687 +571	+8%	+$60.8K	0.45%	50
2019 Q2	$711K	Buy	7,116 +1,320	+23%	+$133K	0.38%	59
2019 Q1	$578K	Buy	+5,796	New	+$563K	0.32%	60

Other funds holding IDA

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Johanson Financial Advisors's IDA Position: Q4 2021 in Review

Johanson Financial Advisors increased its Idacorp (IDA) stake by 2.8% in Q4 2021, buying an estimated $12.9K and bringing the position to 4,521 shares worth $512K. The position accounts for 0.16% of the portfolio, ranked #85.

Johanson Financial Advisors first reported a position in IDA in Q1 2019 and has held it in 12 quarters since. The position peaked at $7.8M in Q4 2019. 405 funds tracked by Wall St. Rank hold IDA as of Q4 2021.

Johanson Financial Advisors held 4,521 shares of Idacorp worth $512K as of Q4 2021.
Johanson Financial Advisors bought 121 Idacorp shares in Q4 2021, an estimated $12.9K.
Idacorp made up 0.16% of Johanson Financial Advisors's portfolio in Q4 2021, its #85 holding.
Johanson Financial Advisors first reported a position in Idacorp in Q1 2019 and has held it in 12 quarters since.
Johanson Financial Advisors's Idacorp position peaked at $7.8M in Q4 2019.
405 funds tracked by Wall St. Rank held Idacorp as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.