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Richard Bernstein Advisors’s Idacorp IDA Stock Holding History

Richard Bernstein 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
-47,284
Closed -$4.54M – 313
2020
Q4 		$4.54M Hold
47,284
– – 0.11% 94
2020
Q3 		$3.78M Hold
47,284
– – 0.11% 100
2020
Q2 		$4.13M Sell
47,284
-9,513
-17% -$859K 0.13% 84
2020
Q1 		$4.99M Hold
56,797
– – 0.18% 62
2019
Q4 		$6.07M Hold
56,797
– – 0.2% 69
2019
Q3 		$6.4M Hold
56,797
– – 0.21% 61
2019
Q2 		$5.7M Hold
56,797
– – 0.19% 73
2019
Q1 		$5.65M Buy
+56,797
New +$5.51M 0.18% 87

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Richard Bernstein Advisors's IDA Position: Q1 2021 in Review

Richard Bernstein Advisors sold out of Idacorp (IDA) in Q1 2021, closing a stake of 47,284 shares — an estimated $4.54M sold.

Richard Bernstein Advisors first reported a position in IDA in Q1 2019 and held it in 8 quarters. The position peaked at $6.4M in Q3 2019. 368 funds tracked by Wall St. Rank hold IDA as of Q1 2021.

  • Richard Bernstein Advisors reported no remaining Idacorp position as of Q1 2021 after selling out during the quarter.
  • Richard Bernstein Advisors sold 47,284 Idacorp shares in Q1 2021, an estimated $4.54M.
  • Richard Bernstein Advisors first reported a position in Idacorp in Q1 2019 and held it in 8 quarters.
  • Richard Bernstein Advisors's Idacorp position peaked at $6.4M in Q3 2019.
  • 368 funds tracked by Wall St. Rank held Idacorp as of Q1 2021.

Based on Richard Bernstein Advisors's 13F filing for Q1 2021, filed 14 May 2021.