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Lee Financial’s Idacorp IDA Stock Holding History

Lee Financial’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
2024
Q1 		– Sell
-140
Closed -$13.8K – 473
2023
Q4 		$13.8K Hold
140
– – ﹤0.01% 377
2023
Q3 		$13.1K Hold
140
– – ﹤0.01% 369
2023
Q2 		$14.4K Hold
140
– – ﹤0.01% 353
2023
Q1 		$15.2K Hold
140
– – ﹤0.01% 356
2022
Q4 		$15.1K Hold
140
– – ﹤0.01% 398
2022
Q3 		$14K Hold
140
– – ﹤0.01% 384
2022
Q2 		$15K Hold
140
– – ﹤0.01% 380
2022
Q1 		$16K Hold
140
– – ﹤0.01% 372
2021
Q4 		$16K Hold
140
– – ﹤0.01% 407
2021
Q3 		$14K Hold
140
– – ﹤0.01% 386
2021
Q2 		$14K Hold
140
– – ﹤0.01% 368
2021
Q1 		$14K Hold
140
– – ﹤0.01% 351
2020
Q4 		$13K Buy
140
+40
+40% +$3.64K ﹤0.01% 343
2020
Q3 		$8K Hold
100
– – ﹤0.01% 422
2020
Q2 		$9K Buy
+100
New +$9.03K ﹤0.01% 385

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lee Financial's IDA Position: Q1 2024 in Review

Lee Financial sold out of Idacorp (IDA) in Q1 2024, closing a stake of 140 shares — an estimated $13.8K sold.

Lee Financial first reported a position in IDA in Q2 2020 and held it in 15 quarters. The position peaked at $16K in Q1 2022. 403 funds tracked by Wall St. Rank hold IDA as of Q1 2024.

  • Lee Financial reported no remaining Idacorp position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 140 Idacorp shares in Q1 2024, an estimated $13.8K.
  • Lee Financial first reported a position in Idacorp in Q2 2020 and held it in 15 quarters.
  • Lee Financial's Idacorp position peaked at $16K in Q1 2022.
  • 403 funds tracked by Wall St. Rank held Idacorp as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.