Linscomb Wealth’s Idacorp IDA Stock Holding History

Linscomb Wealth’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
2020 Q2	–	Sell	-9,747	Closed	-$856K	–	334
2020 Q1	$856K	Sell	9,747 -1,957	-17%	-$201K	0.08%	164
2019 Q4	$1.25M	Buy	+11,704	New	+$1.25M	0.08%	171

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

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Linscomb Wealth's IDA Position: Q2 2020 in Review

Linscomb Wealth sold out of Idacorp (IDA) in Q2 2020, closing a stake of 9,747 shares — an estimated $856K sold.

Linscomb Wealth first reported a position in IDA in Q4 2019 and held it in 2 quarters. The position peaked at $1.25M in Q4 2019. 328 funds tracked by Wall St. Rank hold IDA as of Q2 2020.

Linscomb Wealth reported no remaining Idacorp position as of Q2 2020 after selling out during the quarter.
Linscomb Wealth sold 9,747 Idacorp shares in Q2 2020, an estimated $856K.
Linscomb Wealth first reported a position in Idacorp in Q4 2019 and held it in 2 quarters.
Linscomb Wealth's Idacorp position peaked at $1.25M in Q4 2019.
328 funds tracked by Wall St. Rank held Idacorp as of Q2 2020.

Based on Linscomb Wealth's 13F filing for Q2 2020, filed 11 Aug 2020.