Washington Trust’s Idacorp IDA Stock Holding History

Washington Trust’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 Q4	–	Sell	-19	Closed	-$1.78K	–	892
2023 Q3	$1.78K	Hold	19	–	–	﹤0.01%	771
2023 Q2	$1.95K	Hold	19	–	–	﹤0.01%	787
2023 Q1	$2.06K	Hold	19	–	–	﹤0.01%	808
2022 Q4	$2.05K	Hold	19	–	–	﹤0.01%	810
2022 Q3	$2K	Hold	19	–	–	﹤0.01%	797
2022 Q2	$2K	Sell	19 -1	-5%	-$108	﹤0.01%	804
2022 Q1	$2K	Hold	20	–	–	﹤0.01%	829
2021 Q4	$2K	Hold	20	–	–	﹤0.01%	835
2021 Q3	$2K	Hold	20	–	–	﹤0.01%	960
2021 Q2	$2K	Buy	20 +5	+33%	+$501	﹤0.01%	946
2021 Q1	$1K	Buy	15 +2	+15%	+$183	﹤0.01%	961
2020 Q4	$1K	Buy	+13	New	+$1.18K	﹤0.01%	937
2020 Q2	–	Sell	-710	Closed	-$62K	–	928
2020 Q1	$62K	Buy	+710	New	+$73.1K	﹤0.01%	362

Other funds holding IDA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Washington Trust's IDA Position: Q4 2023 in Review

Washington Trust sold out of Idacorp (IDA) in Q4 2023, closing a stake of 19 shares — an estimated $1.78K sold.

Washington Trust first reported a position in IDA in Q1 2020 and held it in 13 quarters. The position peaked at $62K in Q1 2020. 405 funds tracked by Wall St. Rank hold IDA as of Q4 2023.

Washington Trust reported no remaining Idacorp position as of Q4 2023 after selling out during the quarter.
Washington Trust sold 19 Idacorp shares in Q4 2023, an estimated $1.78K.
Washington Trust first reported a position in Idacorp in Q1 2020 and held it in 13 quarters.
Washington Trust's Idacorp position peaked at $62K in Q1 2020.
405 funds tracked by Wall St. Rank held Idacorp as of Q4 2023.

Based on Washington Trust's 13F filing for Q4 2023, filed 18 Jan 2024.