MFG
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Magnus Financial Group’s Idacorp IDA Stock Holding History

Magnus Financial Group’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
Q3 		– Sell
-3,605
Closed -$315K – 463
2020
Q2 		$315K Buy
3,605
+491
+16% +$44.3K 0.03% 324
2020
Q1 		$273K Buy
3,114
+865
+38% +$89K 0.04% 312
2019
Q4 		$240K Hold
2,249
– – 0.03% 404
2019
Q3 		$253K Hold
2,249
– – 0.05% 340
2019
Q2 		$226K Hold
2,249
– – 0.04% 391
2019
Q1 		$224K Sell
2,249
-27
-1% -$2.62K 0.05% 378
2018
Q4 		$212K Buy
+2,276
New +$222K 0.06% 331

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Magnus Financial Group's IDA Position: Q3 2020 in Review

Magnus Financial Group sold out of Idacorp (IDA) in Q3 2020, closing a stake of 3,605 shares — an estimated $315K sold.

Magnus Financial Group first reported a position in IDA in Q4 2018 and held it in 7 quarters. The position peaked at $315K in Q2 2020. 359 funds tracked by Wall St. Rank hold IDA as of Q3 2020.

  • Magnus Financial Group reported no remaining Idacorp position as of Q3 2020 after selling out during the quarter.
  • Magnus Financial Group sold 3,605 Idacorp shares in Q3 2020, an estimated $315K.
  • Magnus Financial Group first reported a position in Idacorp in Q4 2018 and held it in 7 quarters.
  • Magnus Financial Group's Idacorp position peaked at $315K in Q2 2020.
  • 359 funds tracked by Wall St. Rank held Idacorp as of Q3 2020.

Based on Magnus Financial Group's 13F filing for Q3 2020, filed 5 Nov 2020.