Ownership history in Advisory Services Network, LLC Β· 10 quarters on record
This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in IDACORP INC (IDA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Advisory Services Network, LLC underperformed the S&P 500 by β26.3% annually on this IDA position. Timing score: 57% (4/7 decisions correct). Average cost basis: $90.13. Maximum drawdown during holding period: β27.1%.
β Significantly underperformed the S&P 500 by 26.3% ann.
9 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
4 of 7 add/trim decisions correct
Best entry: $73.33 (2020 Q1) Β· Worst: $130.39 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
6 adds Β· 2 trims. Bought during 1 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size