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WR Wealth Planners’s Idacorp IDA Stock Holding History

WR Wealth Planners’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
2024
Q2 		– Sell
-19
Closed -$1.76K – 1188
2024
Q1 		$1.76K Buy
+19
New +$1.74K ﹤0.01% 895

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

WR Wealth Planners's IDA Position: Q2 2024 in Review

WR Wealth Planners sold out of Idacorp (IDA) in Q2 2024, closing a stake of 19 shares — an estimated $1.76K sold.

WR Wealth Planners first reported a position in IDA in Q1 2024 and held it in 1 quarter. The position peaked at $1.76K in Q1 2024. 396 funds tracked by Wall St. Rank hold IDA as of Q2 2024.

  • WR Wealth Planners reported no remaining Idacorp position as of Q2 2024 after selling out during the quarter.
  • WR Wealth Planners sold 19 Idacorp shares in Q2 2024, an estimated $1.76K.
  • WR Wealth Planners first reported a position in Idacorp in Q1 2024 and held it in 1 quarter.
  • WR Wealth Planners's Idacorp position peaked at $1.76K in Q1 2024.
  • 396 funds tracked by Wall St. Rank held Idacorp as of Q2 2024.

Based on WR Wealth Planners's 13F filing for Q2 2024, filed 31 Jul 2024.