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Tiedemann Advisors’s Idacorp IDA Stock Holding History

Tiedemann 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
2020
Q4 		– Sell
-83,838
Closed -$6.7M – 335
2020
Q3 		$6.7M Buy
83,838
+8,890
+12% +$783K 0.32% 47
2020
Q2 		$6.55M Buy
74,948
+56,240
+301% +$5.08M 0.35% 44
2020
Q1 		$1.64M Buy
18,708
+8,234
+79% +$847K 0.11% 112
2019
Q4 		$1.12M Sell
10,474
-738
-7% -$78.9K 0.05% 153
2019
Q3 		$1.26M Buy
11,212
+392
+4% +$41.8K 0.06% 150
2019
Q2 		$1.09M Hold
10,820
– – 0.05% 148
2019
Q1 		$1.08M Sell
10,820
-100
-0.9% -$9.71K 0.05% 211
2018
Q4 		$1.02M Sell
10,920
-4,200
-28% -$410K 0.05% 207
2018
Q3 		$1.5M Sell
15,120
-2,500
-14% -$241K 0.09% 133
2018
Q2 		$1.63M Buy
17,620
+1,220
+7% +$110K 0.1% 121
2018
Q1 		$1.45M Buy
16,400
+4,380
+36% +$370K 0.1% 115
2017
Q4 		$1.1M Buy
12,020
+2,170
+22% +$203K 0.08% 113
2017
Q3 		$866K Sell
9,850
-608
-6% -$53.2K 0.08% 164
2017
Q2 		$893K Sell
10,458
-1,088
-9% -$93.3K 0.06% 227
2017
Q1 		$958K Buy
+11,546
New +$931K 0.08% 190

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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Tiedemann Advisors's IDA Position: Q4 2020 in Review

Tiedemann Advisors sold out of Idacorp (IDA) in Q4 2020, closing a stake of 83,838 shares — an estimated $6.7M sold.

Tiedemann Advisors first reported a position in IDA in Q1 2017 and held it in 15 quarters. The position peaked at $6.7M in Q3 2020. 341 funds tracked by Wall St. Rank hold IDA as of Q4 2020.

  • Tiedemann Advisors reported no remaining Idacorp position as of Q4 2020 after selling out during the quarter.
  • Tiedemann Advisors sold 83,838 Idacorp shares in Q4 2020, an estimated $6.7M.
  • Tiedemann Advisors first reported a position in Idacorp in Q1 2017 and held it in 15 quarters.
  • Tiedemann Advisors's Idacorp position peaked at $6.7M in Q3 2020.
  • 341 funds tracked by Wall St. Rank held Idacorp as of Q4 2020.

Based on Tiedemann Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.