Personal Wealth Partners’s Idacorp IDA Stock Holding History

Personal Wealth 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
2020 Q1	–	Sell	-3	Closed	–	–	297
2019 Q4	$0	Hold	3	–	–	﹤0.01%	585
2019 Q3	$0	Buy	+3	New	+$320	﹤0.01%	591

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Personal Wealth Partners's IDA Position: Q1 2020 in Review

Personal Wealth Partners sold out of Idacorp (IDA) in Q1 2020, closing a stake of 3 shares.

Personal Wealth Partners first reported a position in IDA in Q3 2019 and held it in 2 quarters. The position peaked at $0 in Q4 2019. 344 funds tracked by Wall St. Rank hold IDA as of Q1 2020.

Personal Wealth Partners reported no remaining Idacorp position as of Q1 2020 after selling out during the quarter.
Personal Wealth Partners sold 3 Idacorp shares in Q1 2020.
Personal Wealth Partners first reported a position in Idacorp in Q3 2019 and held it in 2 quarters.
Personal Wealth Partners's Idacorp position peaked at $0 in Q4 2019.
344 funds tracked by Wall St. Rank held Idacorp as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.