Personal CFO Solutions’s Idacorp IDA Stock Holding History

Personal CFO Solutions’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 Q4	–	Sell	-4,627	Closed	-$521K	–	362
2019 Q3	$521K	Buy	+4,627	New	+$493K	0.21%	117

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

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Personal CFO Solutions's IDA Position: Q4 2019 in Review

Personal CFO Solutions sold out of Idacorp (IDA) in Q4 2019, closing a stake of 4,627 shares — an estimated $521K sold.

Personal CFO Solutions first reported a position in IDA in Q3 2019 and held it in 1 quarter. The position peaked at $521K in Q3 2019. 370 funds tracked by Wall St. Rank hold IDA as of Q4 2019.

Personal CFO Solutions reported no remaining Idacorp position as of Q4 2019 after selling out during the quarter.
Personal CFO Solutions sold 4,627 Idacorp shares in Q4 2019, an estimated $521K.
Personal CFO Solutions first reported a position in Idacorp in Q3 2019 and held it in 1 quarter.
Personal CFO Solutions's Idacorp position peaked at $521K in Q3 2019.
370 funds tracked by Wall St. Rank held Idacorp as of Q4 2019.

Based on Personal CFO Solutions's 13F filing for Q4 2019, filed 13 Feb 2020.