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Loring Wolcott & Coolidge Fiduciary Advisors’s Idacorp IDA Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2023
Q2 		– Sell
-150
Closed -$16.3K – 649
2023
Q1 		$16.3K Buy
+150
New +$15.8K ﹤0.01% 486

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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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 $37.4B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Loring Wolcott & Coolidge Fiduciary Advisors's IDA Position: Q2 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Idacorp (IDA) in Q2 2023, closing a stake of 150 shares — an estimated $16.3K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IDA in Q1 2023 and held it in 1 quarter. The position peaked at $16.3K in Q1 2023. 392 funds tracked by Wall St. Rank hold IDA as of Q2 2023.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Idacorp position as of Q2 2023 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 150 Idacorp shares in Q2 2023, an estimated $16.3K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Idacorp in Q1 2023 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Idacorp position peaked at $16.3K in Q1 2023.
  • 392 funds tracked by Wall St. Rank held Idacorp as of Q2 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.