MIA
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Milestone Investment Advisors’s Idacorp IDA Stock Holding History

Milestone Investment 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
Q4 		– Sell
-20
Closed -$1.87K – 265
2023
Q3 		$1.87K Buy
+20
New +$1.98K ﹤0.01% 385
2023
Q2 		– Sell
-20
Closed -$2.17K – 261
2023
Q1 		$2.17K Buy
+20
New +$2.1K ﹤0.01% 382

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Milestone Investment Advisors's IDA Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Idacorp (IDA) in Q4 2023, closing a stake of 20 shares — an estimated $1.87K sold.

Milestone Investment Advisors first reported a position in IDA in Q1 2023 and held it in 2 quarters. The position peaked at $2.17K in Q1 2023. 405 funds tracked by Wall St. Rank hold IDA as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Idacorp position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 20 Idacorp shares in Q4 2023, an estimated $1.87K.
  • Milestone Investment Advisors first reported a position in Idacorp in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Idacorp position peaked at $2.17K in Q1 2023.
  • 405 funds tracked by Wall St. Rank held Idacorp as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.