SVB Wealth’s Idacorp IDA Stock Holding History

SVB Wealth’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 Q1	–	Sell	-1,856	Closed	-$200K	–	1047
2022 Q4	$200K	Buy	+1,856	New	+$192K	﹤0.01%	914

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

SVB Wealth's IDA Position: Q1 2023 in Review

SVB Wealth sold out of Idacorp (IDA) in Q1 2023, closing a stake of 1,856 shares — an estimated $200K sold.

SVB Wealth first reported a position in IDA in Q4 2022 and held it in 1 quarter. The position peaked at $200K in Q4 2022. 386 funds tracked by Wall St. Rank hold IDA as of Q1 2023.

SVB Wealth reported no remaining Idacorp position as of Q1 2023 after selling out during the quarter.
SVB Wealth sold 1,856 Idacorp shares in Q1 2023, an estimated $200K.
SVB Wealth first reported a position in Idacorp in Q4 2022 and held it in 1 quarter.
SVB Wealth's Idacorp position peaked at $200K in Q4 2022.
386 funds tracked by Wall St. Rank held Idacorp as of Q1 2023.

Based on SVB Wealth's 13F filing for Q1 2023, filed 12 May 2023.