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Moors & Cabot’s Idacorp IDA Stock Holding History

Moors & Cabot’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
-2,435
Closed -$264K – 877
2023
Q1 		$264K Buy
2,435
+1
+0% +$105 0.02% 653
2022
Q4 		$263K Sell
2,434
-175
-7% -$18.1K 0.02% 633
2022
Q3 		$258K Buy
2,609
+532
+26% +$58K 0.02% 617
2022
Q2 		$220K Buy
2,077
+93
+5% +$10K 0.02% 676
2022
Q1 		$229K Buy
1,984
+177
+10% +$19.3K 0.01% 729
2021
Q4 		$205K Buy
+1,807
New +$192K 0.01% 771

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 $34.1B AUM 20.22% 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

Moors & Cabot's IDA Position: Q2 2023 in Review

Moors & Cabot sold out of Idacorp (IDA) in Q2 2023, closing a stake of 2,435 shares — an estimated $264K sold.

Moors & Cabot first reported a position in IDA in Q4 2021 and held it in 6 quarters. The position peaked at $264K in Q1 2023. 392 funds tracked by Wall St. Rank hold IDA as of Q2 2023.

  • Moors & Cabot reported no remaining Idacorp position as of Q2 2023 after selling out during the quarter.
  • Moors & Cabot sold 2,435 Idacorp shares in Q2 2023, an estimated $264K.
  • Moors & Cabot first reported a position in Idacorp in Q4 2021 and held it in 6 quarters.
  • Moors & Cabot's Idacorp position peaked at $264K in Q1 2023.
  • 392 funds tracked by Wall St. Rank held Idacorp as of Q2 2023.

Based on Moors & Cabot's 13F filing for Q2 2023, filed 10 Aug 2023.