AWE
ITI

Avidian Wealth Enterprises’s Iteris, Inc. ITI Stock Holding History

Avidian Wealth Enterprises’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
2020
Q1 		– Sell
-103,300
Closed -$515K – 262
2019
Q4 		$515K Buy
+103,300
New +$526K 0.07% 114

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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avidian Wealth Enterprises's ITI Position: Q1 2020 in Review

Avidian Wealth Enterprises sold out of Iteris, Inc. (ITI) in Q1 2020, closing a stake of 103,300 shares — an estimated $515K sold.

Avidian Wealth Enterprises first reported a position in ITI in Q4 2019 and held it in 1 quarter. The position peaked at $515K in Q4 2019. 75 funds tracked by Wall St. Rank hold ITI as of Q1 2020.

  • Avidian Wealth Enterprises reported no remaining Iteris, Inc. position as of Q1 2020 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 103,300 Iteris, Inc. shares in Q1 2020, an estimated $515K.
  • Avidian Wealth Enterprises first reported a position in Iteris, Inc. in Q4 2019 and held it in 1 quarter.
  • Avidian Wealth Enterprises's Iteris, Inc. position peaked at $515K in Q4 2019.
  • 75 funds tracked by Wall St. Rank held Iteris, Inc. as of Q1 2020.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2020, filed 22 Apr 2020.