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Ida shares owned by Pathstone Holdings

Quarter-by-quarter ownership of Ida (IDA) shares owned by Pathstone Holdings from 13F filings

Historical chart of Pathstone Holdings investment in Ida

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All positions including Ida held by Pathstone Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ida by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.7M 26k 103.09
2024-06-30 $2.1M 22k 93.15
2024-03-31 $1.8M 20k 92.89
2023-12-31 $532k 5.4k 98.32

More positions owned by Pathstone Holdings

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Coca-Cola Company (KO)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Pathstone Holdings

Top funds holding Ida

BlackRock
BlackRock
Vanguard Group
Morgan Stanley
T. Rowe Price Investment Management
State Street Corporation
Victory Capital Management
Alliancebernstein
Geode Capital Management
Nuance Investments
Jennifer Ranahan
Dimensional Fund Advisors
Charles Schwab Investment Management
First Trust Advisors
W. H. Reaves & Co

View all funds holding Ida