VAG
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VisionPoint Advisory Group’s Idacorp IDA Stock Holding History

VisionPoint Advisory Group’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
-20
Closed -$1.86K – 488
2024
Q2 		$1.86K Sell
20
-8
-29% -$751 ﹤0.01% 679
2024
Q1 		$2.6K Buy
28
+4
+17% +$366 ﹤0.01% 641
2023
Q4 		$2.36K Sell
24
-32
-57% -$3.1K ﹤0.01% 597
2023
Q3 		$5.24K Buy
+56
New +$5.53K ﹤0.01% 495

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

VisionPoint Advisory Group's IDA Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Idacorp (IDA) in Q3 2024, closing a stake of 20 shares — an estimated $1.86K sold.

VisionPoint Advisory Group first reported a position in IDA in Q3 2023 and held it in 4 quarters. The position peaked at $5.24K in Q3 2023. 435 funds tracked by Wall St. Rank hold IDA as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Idacorp position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 20 Idacorp shares in Q3 2024, an estimated $1.86K.
  • VisionPoint Advisory Group first reported a position in Idacorp in Q3 2023 and held it in 4 quarters.
  • VisionPoint Advisory Group's Idacorp position peaked at $5.24K in Q3 2023.
  • 435 funds tracked by Wall St. Rank held Idacorp as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.