Concord Wealth Partners’s Itron ITRI Stock Holding History

Concord Wealth Partners’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
2022 Q1	–	Sell	-39	Closed	-$3K	–	1334
2021 Q4	$3K	Buy	39 +6	+18%	+$422	﹤0.01%	1061
2021 Q3	$2K	Buy	+33	New	+$2.83K	﹤0.01%	753

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

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

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

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

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

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

Concord Wealth Partners's ITRI Position: Q1 2022 in Review

Concord Wealth Partners sold out of Itron (ITRI) in Q1 2022, closing a stake of 39 shares — an estimated $3K sold.

Concord Wealth Partners first reported a position in ITRI in Q3 2021 and held it in 2 quarters. The position peaked at $3K in Q4 2021. 264 funds tracked by Wall St. Rank hold ITRI as of Q1 2022.

Concord Wealth Partners reported no remaining Itron position as of Q1 2022 after selling out during the quarter.
Concord Wealth Partners sold 39 Itron shares in Q1 2022, an estimated $3K.
Concord Wealth Partners first reported a position in Itron in Q3 2021 and held it in 2 quarters.
Concord Wealth Partners's Itron position peaked at $3K in Q4 2021.
264 funds tracked by Wall St. Rank held Itron as of Q1 2022.

Based on Concord Wealth Partners's 13F filing for Q1 2022, filed 20 Apr 2022.