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Pathstone Family Office’s Idacorp IDA Stock Holding History

Pathstone Family Office’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
Q3 		$261K Buy
+2,786
New +$275K ﹤0.01% 1371
2017
Q2 		– Sell
-19
Closed -$2K – 511
2017
Q1 		$2K Buy
+19
New +$1.53K ﹤0.01% 388

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pathstone Family Office's IDA Position: Q3 2023 in Review

Pathstone Family Office opened a new position in Idacorp (IDA) in Q3 2023: 2,786 shares worth $261K. The stake represents ﹤0.01% of the portfolio and ranks #1371 among its holdings. This is a return to the name: Pathstone Family Office previously reported a position in IDA as recently as Q1 2017.

Pathstone Family Office first reported a position in IDA in Q1 2017 and has held it in 2 quarters since. 389 funds tracked by Wall St. Rank hold IDA as of Q3 2023.

  • Pathstone Family Office held 2,786 shares of Idacorp worth $261K as of Q3 2023.
  • Idacorp was a new Pathstone Family Office position in Q3 2023.
  • Idacorp made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1371 holding.
  • Pathstone Family Office first reported a position in Idacorp in Q1 2017 and has held it in 2 quarters since.
  • 389 funds tracked by Wall St. Rank held Idacorp as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.