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Sloy Dahl & Holst’s Idacorp IDA Stock Holding History

Sloy Dahl & Holst’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
2023
Q2 		– Sell
-1,872
Closed -$203K – 77
2023
Q1 		$203K Hold
1,872
– – 0.05% 67
2022
Q4 		$202K Buy
+1,872
New +$194K 0.07% 66
2022
Q2 		– Sell
-1,872
Closed -$216K – 79
2022
Q1 		$216K Buy
+1,872
New +$204K 0.04% 71

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 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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

Sloy Dahl & Holst's IDA Position: Q2 2023 in Review

Sloy Dahl & Holst sold out of Idacorp (IDA) in Q2 2023, closing a stake of 1,872 shares — an estimated $203K sold.

Sloy Dahl & Holst first reported a position in IDA in Q1 2022 and held it in 3 quarters. The position peaked at $216K in Q1 2022. 392 funds tracked by Wall St. Rank hold IDA as of Q2 2023.

  • Sloy Dahl & Holst reported no remaining Idacorp position as of Q2 2023 after selling out during the quarter.
  • Sloy Dahl & Holst sold 1,872 Idacorp shares in Q2 2023, an estimated $203K.
  • Sloy Dahl & Holst first reported a position in Idacorp in Q1 2022 and held it in 3 quarters.
  • Sloy Dahl & Holst's Idacorp position peaked at $216K in Q1 2022.
  • 392 funds tracked by Wall St. Rank held Idacorp as of Q2 2023.

Based on Sloy Dahl & Holst's 13F filing for Q2 2023, filed 19 Jul 2023.