BRWM
ITI

B. Riley Wealth Management’s Iteris, Inc. ITI Stock Holding History

B. Riley Wealth Management’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
-36,490
Closed -$193K – 700
2021
Q3 		$193K Buy
36,490
+2,500
+7% +$14.6K 0.01% 576
2021
Q2 		$226K Buy
33,990
+3,000
+10% +$20.2K 0.03% 360
2021
Q1 		$191K Buy
+30,990
New +$198K 0.02% 383

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

B. Riley Wealth Management's ITI Position: Q4 2021 in Review

B. Riley Wealth Management sold out of Iteris, Inc. (ITI) in Q4 2021, closing a stake of 36,490 shares — an estimated $193K sold.

B. Riley Wealth Management first reported a position in ITI in Q1 2021 and held it in 3 quarters. The position peaked at $226K in Q2 2021. 103 funds tracked by Wall St. Rank hold ITI as of Q4 2021.

  • B. Riley Wealth Management reported no remaining Iteris, Inc. position as of Q4 2021 after selling out during the quarter.
  • B. Riley Wealth Management sold 36,490 Iteris, Inc. shares in Q4 2021, an estimated $193K.
  • B. Riley Wealth Management first reported a position in Iteris, Inc. in Q1 2021 and held it in 3 quarters.
  • B. Riley Wealth Management's Iteris, Inc. position peaked at $226K in Q2 2021.
  • 103 funds tracked by Wall St. Rank held Iteris, Inc. as of Q4 2021.

Based on B. Riley Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.