Blue Bell Private Wealth Management’s Iteris, Inc. ITI Stock Holding History

Blue Bell Private 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	-729	Closed	-$5.21K	–	710
2024 Q3	$5.21K	Hold	729	–	–	﹤0.01%	571
2024 Q2	$3.16K	Hold	729	–	–	﹤0.01%	606
2024 Q1	$3.6K	Hold	729	–	–	﹤0.01%	598
2023 Q4	$3.79K	Hold	729	–	–	﹤0.01%	585
2023 Q3	$3.02K	Hold	729	–	–	﹤0.01%	547
2023 Q2	$2.89K	Hold	729	–	–	﹤0.01%	555
2023 Q1	$3.42K	Hold	729	–	–	﹤0.01%	509
2022 Q4	$2.27K	Hold	729	–	–	﹤0.01%	551
2022 Q3	$2K	Hold	729	–	–	﹤0.01%	632
2022 Q2	$2K	Hold	729	–	–	﹤0.01%	670
2022 Q1	$2K	Hold	729	–	–	﹤0.01%	727
2021 Q4	$3K	Buy	+729	New	+$3.53K	﹤0.01%	643

Other funds holding ITI

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

Blue Bell Private Wealth Management's ITI Position: Q4 2024 in Review

Blue Bell Private Wealth Management sold out of Iteris, Inc. (ITI) in Q4 2024, closing a stake of 729 shares — an estimated $5.21K sold.

Blue Bell Private Wealth Management first reported a position in ITI in Q4 2021 and held it in 12 quarters. The position peaked at $5.21K in Q3 2024. 1 fund tracked by Wall St. Rank holds ITI as of Q4 2024.

Blue Bell Private Wealth Management reported no remaining Iteris, Inc. position as of Q4 2024 after selling out during the quarter.
Blue Bell Private Wealth Management sold 729 Iteris, Inc. shares in Q4 2024, an estimated $5.21K.
Blue Bell Private Wealth Management first reported a position in Iteris, Inc. in Q4 2021 and held it in 12 quarters.
Blue Bell Private Wealth Management's Iteris, Inc. position peaked at $5.21K in Q3 2024.
1 fund tracked by Wall St. Rank held Iteris, Inc. as of Q4 2024.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.