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Wealthspire Advisors (Maryland)’s Idacorp IDA Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-564
Closed -$56K – 1169
2019
Q1 		$56K Sell
564
-116
-17% -$11.3K ﹤0.01% 856
2018
Q4 		$63K Sell
680
-17
-2% -$1.66K 0.01% 758
2018
Q3 		$69K Buy
697
+51
+8% +$4.91K 0.01% 839
2018
Q2 		$60K Buy
646
+19
+3% +$1.71K 0.01% 903
2018
Q1 		$55K Sell
627
-87
-12% -$7.34K 0.01% 941
2017
Q4 		$65K Sell
714
-43
-6% -$4.02K 0.01% 897
2017
Q3 		$67K Buy
757
+104
+16% +$9.1K 0.01% 869
2017
Q2 		$56K Hold
653
– – 0.01% 907
2017
Q1 		$54K Sell
653
-9
-1% -$725 0.01% 780
2016
Q4 		$53K Sell
662
-133
-17% -$10.3K 0.01% 752
2016
Q3 		$62K Buy
795
+126
+19% +$9.94K 0.01% 718
2016
Q2 		$54K Buy
669
+114
+21% +$8.4K 0.01% 713
2016
Q1 		$41K Buy
555
+8
+1% +$565 0.01% 752
2015
Q4 		$37K Buy
+547
New +$36.8K 0.01% 795

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IDA Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Idacorp (IDA) in Q2 2019, closing a stake of 564 shares — an estimated $56K sold.

Wealthspire Advisors (Maryland) first reported a position in IDA in Q4 2015 and held it in 14 quarters. The position peaked at $69K in Q3 2018. 364 funds tracked by Wall St. Rank hold IDA as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Idacorp position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 564 Idacorp shares in Q2 2019, an estimated $56K.
  • Wealthspire Advisors (Maryland) first reported a position in Idacorp in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Idacorp position peaked at $69K in Q3 2018.
  • 364 funds tracked by Wall St. Rank held Idacorp as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.