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Redwood Wealth Management Group’s Idacorp IDA Stock Holding History

Redwood Wealth Management 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
2024
Q3 		– Sell
-15
Closed -$1.4K – 577
2024
Q2 		$1.4K Buy
+15
New +$1.41K ﹤0.01% 955

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Redwood Wealth Management Group's IDA Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Idacorp (IDA) in Q3 2024, closing a stake of 15 shares — an estimated $1.4K sold.

Redwood Wealth Management Group first reported a position in IDA in Q2 2024 and held it in 1 quarter. The position peaked at $1.4K in Q2 2024. 435 funds tracked by Wall St. Rank hold IDA as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Idacorp position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 15 Idacorp shares in Q3 2024, an estimated $1.4K.
  • Redwood Wealth Management Group first reported a position in Idacorp in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Idacorp position peaked at $1.4K in Q2 2024.
  • 435 funds tracked by Wall St. Rank held Idacorp as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.