Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$3K Hold
29
﹤0.01% 365
2022
Q2
$3K Hold
29
﹤0.01% 381
2022
Q1
$3K Hold
29
﹤0.01% 362
2021
Q4
$3K Buy
+29
New +$3.09K ﹤0.01% 366

Other funds holding IDA

Surevest's IDA Position: Q3 2022 in Review

Surevest held its Idacorp (IDA) position steady in Q3 2022 at 29 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #365.

Surevest first reported a position in IDA in Q4 2021 and has held it in 4 quarters since. 378 funds tracked by Wall St. Rank hold IDA as of Q3 2022.

  • Surevest held 29 shares of Idacorp worth $3K as of Q3 2022.
  • Surevest left its Idacorp share count unchanged in Q3 2022.
  • Idacorp made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #365 holding.
  • Surevest first reported a position in Idacorp in Q4 2021 and has held it in 4 quarters since.
  • 378 funds tracked by Wall St. Rank held Idacorp as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.