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Berman Capital Advisors’s Itron ITRI Stock Holding History

Berman Capital Advisors’s Portfolio ITRI Stock Details ITRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$5K Buy
75
+62
+477% +$5.31K ﹤0.01% 1426
2021
Q2 		$1K Hold
13
– – ﹤0.01% 1756
2021
Q1 		$1K Hold
13
– – ﹤0.01% 1652
2020
Q4 		$1K Hold
13
– – ﹤0.01% 1544
2020
Q3 		$0 Hold
13
– – ﹤0.01% 1687
2020
Q2 		$0 Buy
+13
New +$828 ﹤0.01% 1705

Other funds holding ITRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Berman Capital Advisors's ITRI Position: Q3 2021 in Review

Berman Capital Advisors increased its Itron (ITRI) stake by 477% in Q3 2021, buying an estimated $5.31K and bringing the position to 75 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1426.

Berman Capital Advisors first reported a position in ITRI in Q2 2020 and has held it in 6 quarters since. 261 funds tracked by Wall St. Rank hold ITRI as of Q3 2021.

  • Berman Capital Advisors held 75 shares of Itron worth $5K as of Q3 2021.
  • Berman Capital Advisors bought 62 Itron shares in Q3 2021, an estimated $5.31K.
  • Itron made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1426 holding.
  • Berman Capital Advisors first reported a position in Itron in Q2 2020 and has held it in 6 quarters since.
  • 261 funds tracked by Wall St. Rank held Itron as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.