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WealthShield Partners’s Idacorp IDA Stock Holding History

WealthShield Partners’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
2021
Q3 		– Sell
-138
Closed -$13K – 465
2021
Q2 		$13K Sell
138
-51
-27% -$5.11K ﹤0.01% 716
2021
Q1 		$19K Buy
+189
New +$17.3K ﹤0.01% 673

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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

WealthShield Partners's IDA Position: Q3 2021 in Review

WealthShield Partners sold out of Idacorp (IDA) in Q3 2021, closing a stake of 138 shares — an estimated $13K sold.

WealthShield Partners first reported a position in IDA in Q1 2021 and held it in 2 quarters. The position peaked at $19K in Q1 2021. 354 funds tracked by Wall St. Rank hold IDA as of Q3 2021.

  • WealthShield Partners reported no remaining Idacorp position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 138 Idacorp shares in Q3 2021, an estimated $13K.
  • WealthShield Partners first reported a position in Idacorp in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's Idacorp position peaked at $19K in Q1 2021.
  • 354 funds tracked by Wall St. Rank held Idacorp as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.