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Lebenthal Global Advisors’s Idacorp IDA Stock Holding History

Lebenthal Global 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
2022
Q1 		– Sell
-2,447
Closed -$277K – 163
2021
Q4 		$277K Sell
2,447
-35
-1% -$3.73K 0.11% 134
2021
Q3 		$256K Buy
+2,482
New +$259K 0.16% 105

Other funds holding IDA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lebenthal Global Advisors's IDA Position: Q1 2022 in Review

Lebenthal Global Advisors sold out of Idacorp (IDA) in Q1 2022, closing a stake of 2,447 shares — an estimated $277K sold.

Lebenthal Global Advisors first reported a position in IDA in Q3 2021 and held it in 2 quarters. The position peaked at $277K in Q4 2021. 385 funds tracked by Wall St. Rank hold IDA as of Q1 2022.

  • Lebenthal Global Advisors reported no remaining Idacorp position as of Q1 2022 after selling out during the quarter.
  • Lebenthal Global Advisors sold 2,447 Idacorp shares in Q1 2022, an estimated $277K.
  • Lebenthal Global Advisors first reported a position in Idacorp in Q3 2021 and held it in 2 quarters.
  • Lebenthal Global Advisors's Idacorp position peaked at $277K in Q4 2021.
  • 385 funds tracked by Wall St. Rank held Idacorp as of Q1 2022.

Based on Lebenthal Global Advisors's 13F filing for Q1 2022, filed 10 May 2022.