VF
IDA icon

VitalStone Financial’s Idacorp IDA Stock Holding History

VitalStone Financial’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 		$1.96K Hold
19
– – ﹤0.01% 388
2024
Q2 		$1.77K Hold
19
– – ﹤0.01% 402
2024
Q1 		$2K Hold
19
– – ﹤0.01% 400
2023
Q4 		$2K Hold
19
– – ﹤0.01% 412
2023
Q3 		$2K Buy
19
+9
+90% +$889 ﹤0.01% 374
2023
Q2 		$1K Hold
10
– – ﹤0.01% 847
2023
Q1 		$1K Hold
10
– – ﹤0.01% 333
2022
Q4 		$1K Buy
+10
New +$1.04K ﹤0.01% 481

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

VitalStone Financial's IDA Position: Q3 2024 in Review

VitalStone Financial held its Idacorp (IDA) position steady in Q3 2024 at 19 shares worth $1.96K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

VitalStone Financial first reported a position in IDA in Q4 2022 and has held it in 8 quarters since. The position peaked at $2K in Q1 2024. 435 funds tracked by Wall St. Rank hold IDA as of Q3 2024.

  • VitalStone Financial held 19 shares of Idacorp worth $1.96K as of Q3 2024.
  • VitalStone Financial left its Idacorp share count unchanged in Q3 2024.
  • Idacorp made up ﹤0.01% of VitalStone Financial's portfolio in Q3 2024, its #388 holding.
  • VitalStone Financial first reported a position in Idacorp in Q4 2022 and has held it in 8 quarters since.
  • VitalStone Financial's Idacorp position peaked at $2K in Q1 2024.
  • 435 funds tracked by Wall St. Rank held Idacorp as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.