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Key Financial Inc’s Idacorp IDA Stock Holding History

Key Financial Inc’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
2023
Q1 		– Sell
-90
Closed -$8.91K – 1186
2022
Q4 		$8.91K Hold
90
– – ﹤0.01% 652
2022
Q3 		$9K Hold
90
– – ﹤0.01% 654
2022
Q2 		$10K Hold
90
– – 0.01% 632
2022
Q1 		$10K Buy
+90
New +$9.8K 0.01% 636

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Key Financial Inc's IDA Position: Q1 2023 in Review

Key Financial Inc sold out of Idacorp (IDA) in Q1 2023, closing a stake of 90 shares — an estimated $8.91K sold.

Key Financial Inc first reported a position in IDA in Q1 2022 and held it in 4 quarters. The position peaked at $10K in Q2 2022. 386 funds tracked by Wall St. Rank hold IDA as of Q1 2023.

  • Key Financial Inc reported no remaining Idacorp position as of Q1 2023 after selling out during the quarter.
  • Key Financial Inc sold 90 Idacorp shares in Q1 2023, an estimated $8.91K.
  • Key Financial Inc first reported a position in Idacorp in Q1 2022 and held it in 4 quarters.
  • Key Financial Inc's Idacorp position peaked at $10K in Q2 2022.
  • 386 funds tracked by Wall St. Rank held Idacorp as of Q1 2023.

Based on Key Financial Inc's 13F filing for Q1 2023, filed 2 May 2023.