Evoke Wealth’s Itron ITRI Stock Holding History

Evoke Wealth’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 Q4	–	Sell	-300	Closed	-$13K	–	753
2022 Q3	$13K	Hold	300	–	–	﹤0.01%	711
2022 Q2	$15K	Hold	300	–	–	﹤0.01%	700
2022 Q1	$16K	Buy	+300	New	+$16.8K	﹤0.01%	691

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

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

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

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

Evoke Wealth's ITRI Position: Q4 2022 in Review

Evoke Wealth sold out of Itron (ITRI) in Q4 2022, closing a stake of 300 shares — an estimated $13K sold.

Evoke Wealth first reported a position in ITRI in Q1 2022 and held it in 3 quarters. The position peaked at $16K in Q1 2022. 245 funds tracked by Wall St. Rank hold ITRI as of Q4 2022.

Evoke Wealth reported no remaining Itron position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 300 Itron shares in Q4 2022, an estimated $13K.
Evoke Wealth first reported a position in Itron in Q1 2022 and held it in 3 quarters.
Evoke Wealth's Itron position peaked at $16K in Q1 2022.
245 funds tracked by Wall St. Rank held Itron as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.