EverSource Wealth Advisors’s Iteris, Inc. ITI Stock Holding History

EverSource Wealth 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
2022 Q3	–	Sell	-618	Closed	-$2K	–	2170
2022 Q2	$2K	Buy	+618	New	+$1.72K	﹤0.01%	1596
2022 Q1	–	Sell	-997	Closed	-$4K	–	1885
2021 Q4	$4K	Buy	+997	New	+$4.82K	﹤0.01%	1376

Other funds holding ITI

CPA

Cowen Prime Advisors New York $290M AUM 57.8% 1-Year Est. Return

Samjo Capital New York $254M AUM 36.81% 1-Year Est. Return

PMG

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

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

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

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

Acuitas Investments Seattle, Washington $1.41M AUM 48.57% 1-Year Est. Return

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

EverSource Wealth Advisors's ITI Position: Q3 2022 in Review

EverSource Wealth Advisors sold out of Iteris, Inc. (ITI) in Q3 2022, closing a stake of 618 shares — an estimated $2K sold.

EverSource Wealth Advisors first reported a position in ITI in Q4 2021 and held it in 2 quarters. The position peaked at $4K in Q4 2021. 61 funds tracked by Wall St. Rank hold ITI as of Q3 2022.

EverSource Wealth Advisors reported no remaining Iteris, Inc. position as of Q3 2022 after selling out during the quarter.
EverSource Wealth Advisors sold 618 Iteris, Inc. shares in Q3 2022, an estimated $2K.
EverSource Wealth Advisors first reported a position in Iteris, Inc. in Q4 2021 and held it in 2 quarters.
EverSource Wealth Advisors's Iteris, Inc. position peaked at $4K in Q4 2021.
61 funds tracked by Wall St. Rank held Iteris, Inc. as of Q3 2022.

Based on EverSource Wealth Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.