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Veritable’s Idacorp IDA Stock Holding History

Veritable’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
Q3 		– Sell
-2,477
Closed -$254K – 373
2023
Q2 		$254K Sell
2,477
-11
-0.4% -$1.18K ﹤0.01% 756
2023
Q1 		$270K Buy
2,488
+32
+1% +$3.36K ﹤0.01% 714
2022
Q4 		$265K Buy
+2,456
New +$254K ﹤0.01% 692
2022
Q3 		– Sell
-1,897
Closed -$201K – 844
2022
Q2 		$201K Buy
+1,897
New +$205K ﹤0.01% 826

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Veritable's IDA Position: Q3 2023 in Review

Veritable sold out of Idacorp (IDA) in Q3 2023, closing a stake of 2,477 shares — an estimated $254K sold.

Veritable first reported a position in IDA in Q2 2022 and held it in 4 quarters. The position peaked at $270K in Q1 2023. 389 funds tracked by Wall St. Rank hold IDA as of Q3 2023.

  • Veritable reported no remaining Idacorp position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 2,477 Idacorp shares in Q3 2023, an estimated $254K.
  • Veritable first reported a position in Idacorp in Q2 2022 and held it in 4 quarters.
  • Veritable's Idacorp position peaked at $270K in Q1 2023.
  • 389 funds tracked by Wall St. Rank held Idacorp as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.