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San Francisco Sentry Investment Group’s Idacorp IDA Stock Holding History

San Francisco Sentry Investment 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
2020
Q2 		– Sell
-30
Closed -$3K – 759
2020
Q1 		$3K Hold
30
– – ﹤0.01% 612
2019
Q4 		$3K Hold
30
– – ﹤0.01% 695
2019
Q3 		$3K Hold
30
– – ﹤0.01% 690
2019
Q2 		$3K Hold
30
– – ﹤0.01% 688
2019
Q1 		$3K Hold
30
– – ﹤0.01% 712
2018
Q4 		$3K Hold
30
– – ﹤0.01% 707
2018
Q3 		$3K Buy
+30
New +$2.89K ﹤0.01% 719

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

San Francisco Sentry Investment Group's IDA Position: Q2 2020 in Review

San Francisco Sentry Investment Group sold out of Idacorp (IDA) in Q2 2020, closing a stake of 30 shares — an estimated $3K sold.

San Francisco Sentry Investment Group first reported a position in IDA in Q3 2018 and held it in 7 quarters. The position peaked at $3K in Q1 2020. 328 funds tracked by Wall St. Rank hold IDA as of Q2 2020.

  • San Francisco Sentry Investment Group reported no remaining Idacorp position as of Q2 2020 after selling out during the quarter.
  • San Francisco Sentry Investment Group sold 30 Idacorp shares in Q2 2020, an estimated $3K.
  • San Francisco Sentry Investment Group first reported a position in Idacorp in Q3 2018 and held it in 7 quarters.
  • San Francisco Sentry Investment Group's Idacorp position peaked at $3K in Q1 2020.
  • 328 funds tracked by Wall St. Rank held Idacorp as of Q2 2020.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2020, filed 17 Jul 2020.