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SYSTM Wealth Solutions’s Idacorp IDA Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-91
Closed -$8.48K – 344
2024
Q2 		$8.48K Sell
91
-10,764
-99% -$1.01M ﹤0.01% 510
2024
Q1 		$1.01M Sell
10,855
-639
-6% -$58.5K 0.13% 197
2023
Q4 		$1.13M Buy
11,494
+80
+0.7% +$7.75K 0.16% 178
2023
Q3 		$1.07M Buy
11,414
+2,263
+25% +$223K 0.16% 173
2023
Q2 		$939K Sell
9,151
-469
-5% -$50.4K 0.13% 215
2023
Q1 		$1.04M Sell
9,620
-16,880
-64% -$1.77M 0.16% 168
2022
Q4 		$2.86M Buy
+26,500
New +$2.75M 0.36% 75

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

SYSTM Wealth Solutions's IDA Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Idacorp (IDA) in Q3 2024, closing a stake of 91 shares — an estimated $8.48K sold.

SYSTM Wealth Solutions first reported a position in IDA in Q4 2022 and held it in 7 quarters. The position peaked at $2.86M in Q4 2022. 435 funds tracked by Wall St. Rank hold IDA as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Idacorp position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 91 Idacorp shares in Q3 2024, an estimated $8.48K.
  • SYSTM Wealth Solutions first reported a position in Idacorp in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Idacorp position peaked at $2.86M in Q4 2022.
  • 435 funds tracked by Wall St. Rank held Idacorp as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.