Wingate Wealth Advisors’s Idacorp IDA Stock Holding History

Wingate Wealth Advisors’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
2025 Q1	–	Sell	-33	Closed	-$3.61K	–	241
2024 Q4	$3.61K	Buy	+33	New	+$3.63K	﹤0.01%	404

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wingate Wealth Advisors's IDA Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Idacorp (IDA) in Q1 2025, closing a stake of 33 shares — an estimated $3.61K sold.

Wingate Wealth Advisors first reported a position in IDA in Q4 2024 and held it in 1 quarter. The position peaked at $3.61K in Q4 2024. 454 funds tracked by Wall St. Rank hold IDA as of Q1 2025.

Wingate Wealth Advisors reported no remaining Idacorp position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 33 Idacorp shares in Q1 2025, an estimated $3.61K.
Wingate Wealth Advisors first reported a position in Idacorp in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's Idacorp position peaked at $3.61K in Q4 2024.
454 funds tracked by Wall St. Rank held Idacorp as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.