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Prospera Financial Services’s Idacorp IDA Stock Holding History

Prospera Financial Services’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
2022
Q3 		– Sell
-16
Closed -$2K – 1191
2022
Q2 		$2K Sell
16
-456
-97% -$49.3K ﹤0.01% 1546
2022
Q1 		$54K Buy
+472
New +$51.4K ﹤0.01% 1341
2020
Q4 		– Sell
-64
Closed -$5K – 1079
2020
Q3 		$5K Buy
+64
New +$5.64K ﹤0.01% 1286

Other funds holding IDA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Prospera Financial Services's IDA Position: Q3 2022 in Review

Prospera Financial Services sold out of Idacorp (IDA) in Q3 2022, closing a stake of 16 shares — an estimated $2K sold.

Prospera Financial Services first reported a position in IDA in Q3 2020 and held it in 3 quarters. The position peaked at $54K in Q1 2022. 378 funds tracked by Wall St. Rank hold IDA as of Q3 2022.

  • Prospera Financial Services reported no remaining Idacorp position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 16 Idacorp shares in Q3 2022, an estimated $2K.
  • Prospera Financial Services first reported a position in Idacorp in Q3 2020 and held it in 3 quarters.
  • Prospera Financial Services's Idacorp position peaked at $54K in Q1 2022.
  • 378 funds tracked by Wall St. Rank held Idacorp as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.