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Thomas J. Herzfeld Advisors’s Idacorp IDA Stock Holding History

Thomas J. Herzfeld 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
2024
Q3 		– Sell
-25
Closed -$2.33K – 200
2024
Q2 		$2.33K Buy
+25
New +$2.35K ﹤0.01% 200

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

Thomas J. Herzfeld Advisors's IDA Position: Q3 2024 in Review

Thomas J. Herzfeld Advisors sold out of Idacorp (IDA) in Q3 2024, closing a stake of 25 shares — an estimated $2.33K sold.

Thomas J. Herzfeld Advisors first reported a position in IDA in Q2 2024 and held it in 1 quarter. The position peaked at $2.33K in Q2 2024. 435 funds tracked by Wall St. Rank hold IDA as of Q3 2024.

  • Thomas J. Herzfeld Advisors reported no remaining Idacorp position as of Q3 2024 after selling out during the quarter.
  • Thomas J. Herzfeld Advisors sold 25 Idacorp shares in Q3 2024, an estimated $2.33K.
  • Thomas J. Herzfeld Advisors first reported a position in Idacorp in Q2 2024 and held it in 1 quarter.
  • Thomas J. Herzfeld Advisors's Idacorp position peaked at $2.33K in Q2 2024.
  • 435 funds tracked by Wall St. Rank held Idacorp as of Q3 2024.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.