Claris Advisors’s Itron ITRI Stock Holding History

Claris 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
2024 Q4	–	Sell	-2	Closed	-$214	–	597
2024 Q3	$214	Buy	+2	New	+$202	﹤0.01%	941

Other funds holding ITRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Claris Advisors's ITRI Position: Q4 2024 in Review

Claris Advisors sold out of Itron (ITRI) in Q4 2024, closing a stake of 2 shares — an estimated $214 sold.

Claris Advisors first reported a position in ITRI in Q3 2024 and held it in 1 quarter. The position peaked at $214 in Q3 2024. 431 funds tracked by Wall St. Rank hold ITRI as of Q4 2024.

Claris Advisors reported no remaining Itron position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 2 Itron shares in Q4 2024, an estimated $214.
Claris Advisors first reported a position in Itron in Q3 2024 and held it in 1 quarter.
Claris Advisors's Itron position peaked at $214 in Q3 2024.
431 funds tracked by Wall St. Rank held Itron as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.