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Steward Financial Group’s Idacorp IDA Stock Holding History

Steward Financial 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
2023
Q3 		$3K Buy
+42
New +$4.15K ﹤0.01% 842
2022
Q3 		– Sell
-14
Closed -$1K – 657
2022
Q2 		$1K Buy
+14
New +$1.51K ﹤0.01% 764

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Steward Financial Group's IDA Position: Q3 2023 in Review

Steward Financial Group opened a new position in Idacorp (IDA) in Q3 2023: 42 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #842 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in IDA as recently as Q2 2022.

Steward Financial Group first reported a position in IDA in Q2 2022 and has held it in 2 quarters since. 389 funds tracked by Wall St. Rank hold IDA as of Q3 2023.

  • Steward Financial Group held 42 shares of Idacorp worth $3K as of Q3 2023.
  • Idacorp was a new Steward Financial Group position in Q3 2023.
  • Idacorp made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #842 holding.
  • Steward Financial Group first reported a position in Idacorp in Q2 2022 and has held it in 2 quarters since.
  • 389 funds tracked by Wall St. Rank held Idacorp as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.