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Coppell Advisory Solutions’s Itron ITRI Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-1
Closed -$109 – 1092
2024
Q4 		$109 Sell
1
-214
-100% -$23.9K ﹤0.01% 1891
2024
Q3 		$23.1K Sell
215
-1
-0.5% -$101 ﹤0.01% 806
2024
Q2 		$21.4K Buy
+216
New +$21.7K ﹤0.01% 762
2023
Q4 		$906 Buy
+12
New +$780 ﹤0.01% 1433

Other funds holding ITRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Coppell Advisory Solutions's ITRI Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Itron (ITRI) in Q1 2025, closing a stake of 1 share — an estimated $109 sold.

Coppell Advisory Solutions first reported a position in ITRI in Q4 2023 and held it in 4 quarters. The position peaked at $23.1K in Q3 2024. 426 funds tracked by Wall St. Rank hold ITRI as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Itron position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1 Itron share in Q1 2025, an estimated $109.
  • Coppell Advisory Solutions first reported a position in Itron in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's Itron position peaked at $23.1K in Q3 2024.
  • 426 funds tracked by Wall St. Rank held Itron as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.