Symmetry Partners’s Idacorp IDA Stock Holding History

Symmetry Partners’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
2022 Q4	–	Sell	-4,157	Closed	-$412K	–	548
2022 Q3	$412K	Hold	4,157	–	–	0.03%	356
2022 Q2	$440K	Buy	+4,157	New	+$449K	0.03%	350

Other funds holding IDA

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

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Symmetry Partners's IDA Position: Q4 2022 in Review

Symmetry Partners sold out of Idacorp (IDA) in Q4 2022, closing a stake of 4,157 shares — an estimated $412K sold.

Symmetry Partners first reported a position in IDA in Q2 2022 and held it in 2 quarters. The position peaked at $440K in Q2 2022. 395 funds tracked by Wall St. Rank hold IDA as of Q4 2022.

Symmetry Partners reported no remaining Idacorp position as of Q4 2022 after selling out during the quarter.
Symmetry Partners sold 4,157 Idacorp shares in Q4 2022, an estimated $412K.
Symmetry Partners first reported a position in Idacorp in Q2 2022 and held it in 2 quarters.
Symmetry Partners's Idacorp position peaked at $440K in Q2 2022.
395 funds tracked by Wall St. Rank held Idacorp as of Q4 2022.

Based on Symmetry Partners's 13F filing for Q4 2022, filed 6 Jan 2023.