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Sageworth Trust Company of South Dakota’s Idacorp IDA Stock Holding History

Sageworth Trust Company of South Dakota’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
2022
Q3 		– Sell
-26
Closed -$3K – 422
2022
Q2 		$3K Hold
26
– – 0.01% 307
2022
Q1 		$3K Sell
26
-117
-82% -$12.7K 0.01% 355
2021
Q4 		$16K Buy
+143
New +$15.2K 0.02% 269

Other funds holding IDA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sageworth Trust Company of South Dakota's IDA Position: Q3 2022 in Review

Sageworth Trust Company of South Dakota sold out of Idacorp (IDA) in Q3 2022, closing a stake of 26 shares — an estimated $3K sold.

Sageworth Trust Company of South Dakota first reported a position in IDA in Q4 2021 and held it in 3 quarters. The position peaked at $16K in Q4 2021. 378 funds tracked by Wall St. Rank hold IDA as of Q3 2022.

  • Sageworth Trust Company of South Dakota reported no remaining Idacorp position as of Q3 2022 after selling out during the quarter.
  • Sageworth Trust Company of South Dakota sold 26 Idacorp shares in Q3 2022, an estimated $3K.
  • Sageworth Trust Company of South Dakota first reported a position in Idacorp in Q4 2021 and held it in 3 quarters.
  • Sageworth Trust Company of South Dakota's Idacorp position peaked at $16K in Q4 2021.
  • 378 funds tracked by Wall St. Rank held Idacorp as of Q3 2022.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q3 2022, filed 2 Nov 2022.