ORG Partners’s Idacorp IDA Stock Holding History

ORG Partners’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	-97	Closed	-$9.08K	–	1239
2023 Q3	$9.08K	Buy	97 +31	+47%	+$3.06K	﹤0.01%	839
2023 Q2	$6.78K	Buy	+66	New	+$7.09K	﹤0.01%	1034

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

ORG Partners's IDA Position: Q4 2023 in Review

ORG Partners sold out of Idacorp (IDA) in Q4 2023, closing a stake of 97 shares — an estimated $9.08K sold.

ORG Partners first reported a position in IDA in Q2 2023 and held it in 2 quarters. The position peaked at $9.08K in Q3 2023. 405 funds tracked by Wall St. Rank hold IDA as of Q4 2023.

ORG Partners reported no remaining Idacorp position as of Q4 2023 after selling out during the quarter.
ORG Partners sold 97 Idacorp shares in Q4 2023, an estimated $9.08K.
ORG Partners first reported a position in Idacorp in Q2 2023 and held it in 2 quarters.
ORG Partners's Idacorp position peaked at $9.08K in Q3 2023.
405 funds tracked by Wall St. Rank held Idacorp as of Q4 2023.

Based on ORG Partners's 13F filing for Q4 2023, filed 29 Jan 2024.