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Paces Ferry Wealth Advisors’s Idacorp IDA Stock Holding History

Paces Ferry Wealth 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
2020
Q4 		– Sell
-181
Closed -$14K – 586
2020
Q3 		$14K Buy
+181
New +$15.9K 0.01% 395

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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Paces Ferry Wealth Advisors's IDA Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Idacorp (IDA) in Q4 2020, closing a stake of 181 shares — an estimated $14K sold.

Paces Ferry Wealth Advisors first reported a position in IDA in Q3 2020 and held it in 1 quarter. The position peaked at $14K in Q3 2020. 341 funds tracked by Wall St. Rank hold IDA as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Idacorp position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 181 Idacorp shares in Q4 2020, an estimated $14K.
  • Paces Ferry Wealth Advisors first reported a position in Idacorp in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Idacorp position peaked at $14K in Q3 2020.
  • 341 funds tracked by Wall St. Rank held Idacorp as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.