Concord Wealth Partners’s Iteris, Inc. ITI Stock Holding History

Concord Wealth Partners’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 Q2	–	Sell	-1,500	Closed	-$7.41K	–	923
2024 Q1	$7.41K	Buy	+1,500	New	+$7.41K	﹤0.01%	602

Other funds holding ITI

Samjo Management New York $231M AUM 13.04% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Concord Wealth Partners's ITI Position: Q2 2024 in Review

Concord Wealth Partners sold out of Iteris, Inc. (ITI) in Q2 2024, closing a stake of 1,500 shares — an estimated $7.41K sold.

Concord Wealth Partners first reported a position in ITI in Q1 2024 and held it in 1 quarter. The position peaked at $7.41K in Q1 2024. 100 funds tracked by Wall St. Rank hold ITI as of Q2 2024.

Concord Wealth Partners reported no remaining Iteris, Inc. position as of Q2 2024 after selling out during the quarter.
Concord Wealth Partners sold 1,500 Iteris, Inc. shares in Q2 2024, an estimated $7.41K.
Concord Wealth Partners first reported a position in Iteris, Inc. in Q1 2024 and held it in 1 quarter.
Concord Wealth Partners's Iteris, Inc. position peaked at $7.41K in Q1 2024.
100 funds tracked by Wall St. Rank held Iteris, Inc. as of Q2 2024.

Based on Concord Wealth Partners's 13F filing for Q2 2024, filed 31 Jul 2024.