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Liberty Wealth Management’s Idacorp IDA Stock Holding History

Liberty Wealth Management’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
-1,010
Closed -$104K – 593
2021
Q3 		$104K Buy
1,010
+131
+15% +$13.7K 0.04% 280
2021
Q2 		$86K Buy
879
+510
+138% +$51.1K 0.03% 232
2021
Q1 		$32K Hold
369
– – 0.02% 373
2020
Q4 		$32K Buy
369
+1
+0.3% +$91 0.02% 370
2020
Q3 		$29K Buy
368
+1
+0.3% +$88 0.02% 332
2020
Q2 		$32K Hold
367
– – 0.02% 301
2020
Q1 		$32K Sell
367
-8
-2% -$823 0.03% 272
2019
Q4 		$40K Buy
375
+1
+0.3% +$107 0.03% 290
2019
Q3 		$42K Sell
374
-602
-62% -$64.1K 0.04% 258
2019
Q2 		$98K Buy
976
+600
+160% +$60.5K 0.09% 169
2019
Q1 		$37K Buy
376
+1
+0.3% +$97 0.03% 248
2018
Q4 		$34K Buy
+375
New +$36.6K 0.03% 238

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 $34.1B AUM 20.22% 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

Liberty Wealth Management's IDA Position: Q4 2021 in Review

Liberty Wealth Management sold out of Idacorp (IDA) in Q4 2021, closing a stake of 1,010 shares — an estimated $104K sold.

Liberty Wealth Management first reported a position in IDA in Q4 2018 and held it in 12 quarters. The position peaked at $104K in Q3 2021. 405 funds tracked by Wall St. Rank hold IDA as of Q4 2021.

  • Liberty Wealth Management reported no remaining Idacorp position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 1,010 Idacorp shares in Q4 2021, an estimated $104K.
  • Liberty Wealth Management first reported a position in Idacorp in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Idacorp position peaked at $104K in Q3 2021.
  • 405 funds tracked by Wall St. Rank held Idacorp as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.