Sutton Wealth Advisors’s Idacorp IDA Stock Holding History

Sutton Wealth Advisors’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	$2.9K	Hold	31	–	–	﹤0.01%	668
2023 Q2	$3.18K	Hold	31	–	–	﹤0.01%	633
2023 Q1	$3.36K	Sell	31 -1	-3%	-$105	﹤0.01%	570
2022 Q4	$3.45K	Hold	32	–	–	﹤0.01%	1144
2022 Q3	$3.17K	Sell	32 -4	-11%	-$436	﹤0.01%	1132
2022 Q2	$3.81K	Hold	36	–	–	﹤0.01%	1098
2022 Q1	$4.15K	Hold	36	–	–	﹤0.01%	1104
2021 Q4	$4.08K	Buy	36 +5	+16%	+$532	﹤0.01%	1099
2021 Q3	$3.21K	Hold	31	–	–	﹤0.01%	1117
2021 Q2	$3.02K	Hold	31	–	–	﹤0.01%	1117
2021 Q1	$3.1K	Hold	31	–	–	﹤0.01%	1080
2020 Q4	$2.98K	Hold	31	–	–	﹤0.01%	1055
2020 Q3	$2.48K	Hold	31	–	–	﹤0.01%	1049
2020 Q2	$2.71K	Buy	+31	New	+$2.8K	﹤0.01%	1020

Other funds holding IDA

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Sutton Wealth Advisors's IDA Position: Q3 2023 in Review

Sutton Wealth Advisors held its Idacorp (IDA) position steady in Q3 2023 at 31 shares worth $2.9K. The position accounts for ﹤0.01% of the portfolio, ranked #668.

Sutton Wealth Advisors first reported a position in IDA in Q2 2020 and has held it in 14 quarters since. The position peaked at $4.15K in Q1 2022. 389 funds tracked by Wall St. Rank hold IDA as of Q3 2023.

Sutton Wealth Advisors held 31 shares of Idacorp worth $2.9K as of Q3 2023.
Sutton Wealth Advisors left its Idacorp share count unchanged in Q3 2023.
Idacorp made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #668 holding.
Sutton Wealth Advisors first reported a position in Idacorp in Q2 2020 and has held it in 14 quarters since.
Sutton Wealth Advisors's Idacorp position peaked at $4.15K in Q1 2022.
389 funds tracked by Wall St. Rank held Idacorp as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.