Reilly Financial Advisors’s Idacorp IDA Stock Holding History

Reilly Financial 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 Q4	$79K	Hold	700	–	–	0.01%	325
2021 Q3	$72K	Hold	700	–	–	0.01%	319
2021 Q2	$68K	Hold	700	–	–	0.01%	325
2021 Q1	$70K	Hold	700	–	–	0.01%	307
2020 Q4	$67K	Hold	700	–	–	0.01%	297
2020 Q3	$56K	Hold	700	–	–	0.01%	293
2020 Q2	$61K	Hold	700	–	–	0.01%	281
2020 Q1	$61K	Hold	700	–	–	0.01%	264
2019 Q4	$75K	Hold	700	–	–	0.01%	276
2019 Q3	$79K	Hold	700	–	–	0.01%	277
2019 Q2	$70K	Hold	700	–	–	0.01%	300
2019 Q1	$70K	Hold	700	–	–	0.01%	290
2018 Q4	$65K	Hold	700	–	–	0.01%	280
2018 Q3	$69K	Hold	700	–	–	0.01%	302
2018 Q2	$65K	Hold	700	–	–	0.01%	269
2018 Q1	$62K	Hold	700	–	–	0.01%	271
2017 Q4	$64K	Hold	700	–	–	0.01%	287
2017 Q3	$62K	Hold	700	–	–	0.01%	278
2017 Q2	$60K	Hold	700	–	–	0.01%	283
2017 Q1	$58K	Sell	700 -200	-22%	-$16.1K	0.01%	272
2016 Q4	$72K	Hold	900	–	–	0.01%	234
2016 Q3	$70K	Hold	900	–	–	0.01%	232
2016 Q2	$73K	Hold	900	–	–	0.01%	220
2016 Q1	$67K	Sell	900 -12	-1%	-$847	0.01%	333
2015 Q4	$62K	Hold	912	–	–	0.01%	361
2015 Q3	$59K	Buy	912 +12	+1%	+$723	0.01%	361
2015 Q2	$51K	Hold	900	–	–	0.01%	428
2015 Q1	$57K	Buy	+900	New	+$57.9K	0.01%	392

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 $37.4B AUM 35.42% 1-Year Est. Return

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

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

GKIM

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

EIP

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

Reilly Financial Advisors's IDA Position: Q4 2021 in Review

Reilly Financial Advisors held its Idacorp (IDA) position steady in Q4 2021 at 700 shares worth $79K. The position accounts for 0.01% of the portfolio, ranked #325.

Reilly Financial Advisors first reported a position in IDA in Q1 2015 and has held it in 28 quarters since. 405 funds tracked by Wall St. Rank hold IDA as of Q4 2021.

Reilly Financial Advisors held 700 shares of Idacorp worth $79K as of Q4 2021.
Reilly Financial Advisors left its Idacorp share count unchanged in Q4 2021.
Idacorp made up 0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #325 holding.
Reilly Financial Advisors first reported a position in Idacorp in Q1 2015 and has held it in 28 quarters since.
405 funds tracked by Wall St. Rank held Idacorp as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.