Capital Performance Advisors’s Iteris, Inc. ITI Stock Holding History

Capital Performance Advisors’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	-10	Closed	-$71	–	2881
2024 Q3	$71	Buy	+10	New	+$60	﹤0.01%	2754

Other funds holding ITI

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

Capital Performance Advisors's ITI Position: Q4 2024 in Review

Capital Performance Advisors sold out of Iteris, Inc. (ITI) in Q4 2024, closing a stake of 10 shares — an estimated $71 sold.

Capital Performance Advisors first reported a position in ITI in Q3 2024 and held it in 1 quarter. The position peaked at $71 in Q3 2024. 1 fund tracked by Wall St. Rank holds ITI as of Q4 2024.

Capital Performance Advisors reported no remaining Iteris, Inc. position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 10 Iteris, Inc. shares in Q4 2024, an estimated $71.
Capital Performance Advisors first reported a position in Iteris, Inc. in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's Iteris, Inc. position peaked at $71 in Q3 2024.
1 fund tracked by Wall St. Rank held Iteris, Inc. as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.