McClarren Financial Advisors’s Idacorp IDA Stock Holding History

McClarren 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
2023 Q2	–	Sell	-2	Closed	–	–	395
2023 Q1	$0	Hold	2	–	–	﹤0.01%	393
2022 Q4	$0	Buy	+2	New	+$207	﹤0.01%	399

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

McClarren Financial Advisors's IDA Position: Q2 2023 in Review

McClarren Financial Advisors sold out of Idacorp (IDA) in Q2 2023, closing a stake of 2 shares.

McClarren Financial Advisors first reported a position in IDA in Q4 2022 and held it in 2 quarters. The position peaked at $0 in Q1 2023. 392 funds tracked by Wall St. Rank hold IDA as of Q2 2023.

McClarren Financial Advisors reported no remaining Idacorp position as of Q2 2023 after selling out during the quarter.
McClarren Financial Advisors sold 2 Idacorp shares in Q2 2023.
McClarren Financial Advisors first reported a position in Idacorp in Q4 2022 and held it in 2 quarters.
McClarren Financial Advisors's Idacorp position peaked at $0 in Q1 2023.
392 funds tracked by Wall St. Rank held Idacorp as of Q2 2023.

Based on McClarren Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.