Bartlett & Co Wealth Management’s Iteris, Inc. ITI Stock Holding History

Bartlett & Co 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
2024 Q4	–	Sell	-34,355	Closed	-$245K	–	1162
2024 Q3	$245K	Hold	34,355	–	–	﹤0.01%	420
2024 Q2	$149K	Sell	34,355 -6,461	-16%	-$29.2K	﹤0.01%	478
2024 Q1	$202K	Hold	40,816	–	–	﹤0.01%	449
2023 Q4	$217K	Sell	40,816 -6,350	-13%	-$28K	﹤0.01%	462
2023 Q3	$195K	Buy	47,166 +1,800	+4%	+$7.67K	﹤0.01%	449
2023 Q2	$180K	Hold	45,366	–	–	﹤0.01%	468
2023 Q1	$213K	Hold	45,366	–	–	﹤0.01%	374
2022 Q4	$141K	Hold	45,366	–	–	﹤0.01%	425
2022 Q3	$135K	Hold	45,366	–	–	﹤0.01%	422
2022 Q2	$131K	Hold	45,366	–	–	﹤0.01%	422
2022 Q1	$135K	Hold	45,366	–	–	﹤0.01%	436
2021 Q4	$181K	Buy	+45,366	New	+$220K	﹤0.01%	396

Other funds holding ITI

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Bartlett & Co Wealth Management's ITI Position: Q4 2024 in Review

Bartlett & Co Wealth Management sold out of Iteris, Inc. (ITI) in Q4 2024, closing a stake of 34,355 shares — an estimated $245K sold.

Bartlett & Co Wealth Management first reported a position in ITI in Q4 2021 and held it in 12 quarters. The position peaked at $245K in Q3 2024. 1 fund tracked by Wall St. Rank holds ITI as of Q4 2024.

Bartlett & Co Wealth Management reported no remaining Iteris, Inc. position as of Q4 2024 after selling out during the quarter.
Bartlett & Co Wealth Management sold 34,355 Iteris, Inc. shares in Q4 2024, an estimated $245K.
Bartlett & Co Wealth Management first reported a position in Iteris, Inc. in Q4 2021 and held it in 12 quarters.
Bartlett & Co Wealth Management's Iteris, Inc. position peaked at $245K in Q3 2024.
1 fund tracked by Wall St. Rank held Iteris, Inc. as of Q4 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.