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VitalStone Financial’s Idaho Strategic Resources IDR Stock Holding History

VitalStone Financial’s Portfolio IDR Stock Details IDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.61K Hold
100
– – ﹤0.01% 396
2024
Q2 		$986 Hold
100
– – ﹤0.01% 422
2024
Q1 		$1K Hold
100
– – ﹤0.01% 432
2023
Q4 		$1K Hold
100
– – ﹤0.01% 449
2023
Q3 		$1K Hold
100
– – ﹤0.01% 419
2023
Q2 		$0 Buy
+100
New +$530 ﹤0.01% 961
2023
Q1 		– Sell
-100
Closed -$1K – 430
2022
Q4 		$1K Buy
+100
New +$560 ﹤0.01% 482

Other funds holding IDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JAM
JW Asset Management Miami Beach, Florida $244M AUM 71.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VitalStone Financial's IDR Position: Q3 2024 in Review

VitalStone Financial held its Idaho Strategic Resources (IDR) position steady in Q3 2024 at 100 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

VitalStone Financial first reported a position in IDR in Q4 2022 and has held it in 7 quarters since. 52 funds tracked by Wall St. Rank hold IDR as of Q3 2024.

  • VitalStone Financial held 100 shares of Idaho Strategic Resources worth $1.61K as of Q3 2024.
  • VitalStone Financial left its Idaho Strategic Resources share count unchanged in Q3 2024.
  • Idaho Strategic Resources made up ﹤0.01% of VitalStone Financial's portfolio in Q3 2024, its #396 holding.
  • VitalStone Financial first reported a position in Idaho Strategic Resources in Q4 2022 and has held it in 7 quarters since.
  • 52 funds tracked by Wall St. Rank held Idaho Strategic Resources as of Q3 2024.

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