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Polaris Wealth Advisory Group’s Idacorp IDA Stock Holding History

Polaris Wealth Advisory Group’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
2018
Q4 		– Sell
-400
Closed -$40K – 288
2018
Q3 		$40K Buy
+400
New +$38.5K ﹤0.01% 266
2018
Q2 		– Sell
-400
Closed -$35K – 332
2018
Q1 		$35K Buy
+400
New +$33.8K ﹤0.01% 250

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Polaris Wealth Advisory Group's IDA Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Idacorp (IDA) in Q4 2018, closing a stake of 400 shares — an estimated $40K sold.

Polaris Wealth Advisory Group first reported a position in IDA in Q1 2018 and held it in 2 quarters. The position peaked at $40K in Q3 2018. 339 funds tracked by Wall St. Rank hold IDA as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Idacorp position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 400 Idacorp shares in Q4 2018, an estimated $40K.
  • Polaris Wealth Advisory Group first reported a position in Idacorp in Q1 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's Idacorp position peaked at $40K in Q3 2018.
  • 339 funds tracked by Wall St. Rank held Idacorp as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.