PRW Wealth Management’s Idacorp IDA Stock Holding History

PRW Wealth Management’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 Q2	–	Sell	-5	Closed	–	–	348
2019 Q1	$0	Hold	5	–	–	﹤0.01%	732
2018 Q4	$0	Buy	+5	New	+$488	﹤0.01%	718

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

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

PRW Wealth Management's IDA Position: Q2 2019 in Review

PRW Wealth Management sold out of Idacorp (IDA) in Q2 2019, closing a stake of 5 shares.

PRW Wealth Management first reported a position in IDA in Q4 2018 and held it in 2 quarters. The position peaked at $0 in Q1 2019. 364 funds tracked by Wall St. Rank hold IDA as of Q2 2019.

PRW Wealth Management reported no remaining Idacorp position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 5 Idacorp shares in Q2 2019.
PRW Wealth Management first reported a position in Idacorp in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's Idacorp position peaked at $0 in Q1 2019.
364 funds tracked by Wall St. Rank held Idacorp as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.