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Omnia Family Wealth’s Idacorp IDA Stock Holding History

Omnia Family Wealth’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
2019
Q2 		– Sell
-17
Closed -$2K – 298
2019
Q1 		$2K Hold
17
– – ﹤0.01% 465
2018
Q4 		$2K Hold
17
– – ﹤0.01% 415
2018
Q3 		$2K Hold
17
– – ﹤0.01% 453
2018
Q2 		$2K Hold
17
– – ﹤0.01% 433
2018
Q1 		$2K Hold
17
– – ﹤0.01% 444
2017
Q4 		$2K Hold
17
– – ﹤0.01% 451
2017
Q3 		$1K Sell
17
-30
-64% -$2.62K ﹤0.01% 573
2017
Q2 		$4K Hold
47
– – ﹤0.01% 458
2017
Q1 		$4K Hold
47
– – ﹤0.01% 446
2016
Q4 		$4K Buy
+47
New +$3.62K ﹤0.01% 441

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Omnia Family Wealth's IDA Position: Q2 2019 in Review

Omnia Family Wealth sold out of Idacorp (IDA) in Q2 2019, closing a stake of 17 shares — an estimated $2K sold.

Omnia Family Wealth first reported a position in IDA in Q4 2016 and held it in 10 quarters. The position peaked at $4K in Q2 2017. 364 funds tracked by Wall St. Rank hold IDA as of Q2 2019.

  • Omnia Family Wealth reported no remaining Idacorp position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 17 Idacorp shares in Q2 2019, an estimated $2K.
  • Omnia Family Wealth first reported a position in Idacorp in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's Idacorp position peaked at $4K in Q2 2017.
  • 364 funds tracked by Wall St. Rank held Idacorp as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.