Regent Peak Wealth Advisors’s Idacorp IDA Stock Holding History

Regent Peak Wealth Advisors’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
2021 Q1	–	Sell	-8	Closed	-$1K	–	534
2020 Q4	$1K	Buy	+8	New	+$728	﹤0.01%	935

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

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

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Regent Peak Wealth Advisors's IDA Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Idacorp (IDA) in Q1 2021, closing a stake of 8 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in IDA in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 368 funds tracked by Wall St. Rank hold IDA as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Idacorp position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 8 Idacorp shares in Q1 2021, an estimated $1K.
Regent Peak Wealth Advisors first reported a position in Idacorp in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Idacorp position peaked at $1K in Q4 2020.
368 funds tracked by Wall St. Rank held Idacorp as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.