Selective Wealth Management’s Idacorp IDA Stock Holding History

Selective Wealth Management’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 Q4	–	Sell	-350	Closed	-$35K	–	392
2022 Q3	$35K	Hold	350	–	–	0.02%	342
2022 Q2	$37K	Buy	350 +200	+133%	+$21.6K	0.01%	368
2022 Q1	$17K	Hold	150	–	–	0.01%	472
2021 Q4	$17K	Hold	150	–	–	0.01%	428
2021 Q3	$16K	Hold	150	–	–	0.01%	386
2021 Q2	$15K	Buy	+150	New	+$15K	0.01%	302

Other funds holding IDA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 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

Selective Wealth Management's IDA Position: Q4 2022 in Review

Selective Wealth Management sold out of Idacorp (IDA) in Q4 2022, closing a stake of 350 shares — an estimated $35K sold.

Selective Wealth Management first reported a position in IDA in Q2 2021 and held it in 6 quarters. The position peaked at $37K in Q2 2022. 395 funds tracked by Wall St. Rank hold IDA as of Q4 2022.

Selective Wealth Management reported no remaining Idacorp position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 350 Idacorp shares in Q4 2022, an estimated $35K.
Selective Wealth Management first reported a position in Idacorp in Q2 2021 and held it in 6 quarters.
Selective Wealth Management's Idacorp position peaked at $37K in Q2 2022.
395 funds tracked by Wall St. Rank held Idacorp as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.