Legacy Financial Advisors’s Idacorp IDA Stock Holding History

Legacy 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
2019 Q2	–	Sell	-141	Closed	-$14K	–	474
2019 Q1	$14K	Hold	141	–	–	﹤0.01%	539
2018 Q4	$13K	Buy	+141	New	+$13.8K	0.01%	500

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Legacy Financial Advisors's IDA Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Idacorp (IDA) in Q2 2019, closing a stake of 141 shares — an estimated $14K sold.

Legacy Financial Advisors first reported a position in IDA in Q4 2018 and held it in 2 quarters. The position peaked at $14K in Q1 2019. 364 funds tracked by Wall St. Rank hold IDA as of Q2 2019.

Legacy Financial Advisors reported no remaining Idacorp position as of Q2 2019 after selling out during the quarter.
Legacy Financial Advisors sold 141 Idacorp shares in Q2 2019, an estimated $14K.
Legacy Financial Advisors first reported a position in Idacorp in Q4 2018 and held it in 2 quarters.
Legacy Financial Advisors's Idacorp position peaked at $14K in Q1 2019.
364 funds tracked by Wall St. Rank held Idacorp as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.