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Kiwi Wealth Investments Limited Partnership’s Idacorp IDA Stock Holding History

Kiwi Wealth Investments Limited Partnership’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 		– Sell
-13,107
Closed -$1.35M – 262
2021
Q3 		$1.35M Hold
13,107
– – 0.07% 195
2021
Q2 		$1.28M Hold
13,107
– – 0.07% 188
2021
Q1 		$1.31M Hold
13,107
– – 0.08% 174
2020
Q4 		$1.26M Buy
+13,107
New +$1.19M 0.07% 204

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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's IDA Position: Q4 2021 in Review

Kiwi Wealth Investments Limited Partnership sold out of Idacorp (IDA) in Q4 2021, closing a stake of 13,107 shares — an estimated $1.35M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in IDA in Q4 2020 and held it in 4 quarters. The position peaked at $1.35M in Q3 2021. 405 funds tracked by Wall St. Rank hold IDA as of Q4 2021.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Idacorp position as of Q4 2021 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 13,107 Idacorp shares in Q4 2021, an estimated $1.35M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Idacorp in Q4 2020 and held it in 4 quarters.
  • Kiwi Wealth Investments Limited Partnership's Idacorp position peaked at $1.35M in Q3 2021.
  • 405 funds tracked by Wall St. Rank held Idacorp as of Q4 2021.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2021, filed 15 Feb 2022.