AAS
ITI

Avantax Advisory Services’s Iteris, Inc. ITI Stock Holding History

Avantax Advisory Services’s Portfolio ITI Stock Details ITI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-24,648
Closed -$129K – 1286
2021
Q3 		$129K Hold
24,648
– – ﹤0.01% 1137
2021
Q2 		$165K Buy
+24,648
New +$166K ﹤0.01% 1096

Other funds holding ITI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CPA
Cowen Prime Advisors New York $290M AUM 57.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SC
Samjo Capital New York $254M AUM 36.81% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Avantax Advisory Services's ITI Position: Q4 2021 in Review

Avantax Advisory Services sold out of Iteris, Inc. (ITI) in Q4 2021, closing a stake of 24,648 shares — an estimated $129K sold.

Avantax Advisory Services first reported a position in ITI in Q2 2021 and held it in 2 quarters. The position peaked at $165K in Q2 2021. 103 funds tracked by Wall St. Rank hold ITI as of Q4 2021.

  • Avantax Advisory Services reported no remaining Iteris, Inc. position as of Q4 2021 after selling out during the quarter.
  • Avantax Advisory Services sold 24,648 Iteris, Inc. shares in Q4 2021, an estimated $129K.
  • Avantax Advisory Services first reported a position in Iteris, Inc. in Q2 2021 and held it in 2 quarters.
  • Avantax Advisory Services's Iteris, Inc. position peaked at $165K in Q2 2021.
  • 103 funds tracked by Wall St. Rank held Iteris, Inc. as of Q4 2021.

Based on Avantax Advisory Services's 13F filing for Q4 2021, filed 24 Jan 2022.