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Northwest Financial Advisors’s Idacorp IDA Stock Holding History

Northwest 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
2024
Q4 		– Sell
-526
Closed -$54.2K – 301
2024
Q3 		$54.2K Buy
+526
New +$52.5K 0.04% 215
2024
Q1 		– Sell
-526
Closed -$51.7K – 276
2023
Q4 		$51.7K Buy
+526
New +$50.9K 0.04% 203

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northwest Financial Advisors's IDA Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Idacorp (IDA) in Q4 2024, closing a stake of 526 shares — an estimated $54.2K sold.

Northwest Financial Advisors first reported a position in IDA in Q4 2023 and held it in 2 quarters. The position peaked at $54.2K in Q3 2024. 450 funds tracked by Wall St. Rank hold IDA as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Idacorp position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 526 Idacorp shares in Q4 2024, an estimated $54.2K.
  • Northwest Financial Advisors first reported a position in Idacorp in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Idacorp position peaked at $54.2K in Q3 2024.
  • 450 funds tracked by Wall St. Rank held Idacorp as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.