TWA
IDA icon

TCI Wealth Advisors’s Idacorp IDA Stock Holding History

TCI 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
Q2 		– Sell
-12
Closed -$1.3K – 1135
2023
Q1 		$1.3K Sell
12
-300
-96% -$31.5K ﹤0.01% 2062
2022
Q4 		$33.6K Hold
312
– – ﹤0.01% 512
2022
Q3 		$31K Hold
312
– – 0.01% 505
2022
Q2 		$33K Buy
312
+300
+2,500% +$32.4K 0.01% 478
2022
Q1 		$1K Buy
12
+7
+140% +$762 ﹤0.01% 2107
2021
Q4 		$1K Hold
5
– – ﹤0.01% 2203
2021
Q3 		$1K Hold
5
– – ﹤0.01% 2274
2021
Q2 		$0 Sell
5
-5
-50% -$501 ﹤0.01% 2376
2021
Q1 		$1K Hold
10
– – ﹤0.01% 2076
2020
Q4 		$1K Sell
10
-7
-41% -$637 ﹤0.01% 1392
2020
Q3 		$1K Hold
17
– – ﹤0.01% 1338
2020
Q2 		$1K Buy
17
+7
+70% +$632 ﹤0.01% 1266
2020
Q1 		$1K Sell
10
-24
-71% -$2.47K ﹤0.01% 1257
2019
Q4 		$4K Buy
+34
New +$3.63K ﹤0.01% 921

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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

TCI Wealth Advisors's IDA Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Idacorp (IDA) in Q2 2023, closing a stake of 12 shares — an estimated $1.3K sold.

TCI Wealth Advisors first reported a position in IDA in Q4 2019 and held it in 14 quarters. The position peaked at $33.6K in Q4 2022. 392 funds tracked by Wall St. Rank hold IDA as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Idacorp position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 12 Idacorp shares in Q2 2023, an estimated $1.3K.
  • TCI Wealth Advisors first reported a position in Idacorp in Q4 2019 and held it in 14 quarters.
  • TCI Wealth Advisors's Idacorp position peaked at $33.6K in Q4 2022.
  • 392 funds tracked by Wall St. Rank held Idacorp as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.