Financial Gravity Asset Management’s Itron ITRI Stock Holding History

Financial Gravity Asset Management’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
2019 Q4	$84K	Buy	12 +5	+71%	+$394	0.06%	399
2019 Q3	$1K	Hold	7	–	–	﹤0.01%	1048
2019 Q2	$0	Buy	7 +1	+17%	+$56	﹤0.01%	1444
2019 Q1	$0	Buy	+6	New	+$318	﹤0.01%	1427
2018 Q3	$1K	Hold	10	–	–	﹤0.01%	1156
2018 Q2	$1K	Buy	10 +1	+11%	+$63	﹤0.01%	1187
2018 Q1	$1K	Buy	+9	New	+$644	﹤0.01%	1164

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

SCM

Scopia Capital Management New York $112M AUM 48.41% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

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

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

Financial Gravity Asset Management's ITRI Position: Q4 2019 in Review

Financial Gravity Asset Management increased its Itron (ITRI) stake by 71% in Q4 2019, buying an estimated $394 and bringing the position to 12 shares worth $84K. The position accounts for 0.06% of the portfolio, ranked #399.

Financial Gravity Asset Management first reported a position in ITRI in Q1 2018 and has held it in 7 quarters since. 255 funds tracked by Wall St. Rank hold ITRI as of Q4 2019.

Financial Gravity Asset Management held 12 shares of Itron worth $84K as of Q4 2019.
Financial Gravity Asset Management bought 5 Itron shares in Q4 2019, an estimated $394.
Itron made up 0.06% of Financial Gravity Asset Management's portfolio in Q4 2019, its #399 holding.
Financial Gravity Asset Management first reported a position in Itron in Q1 2018 and has held it in 7 quarters since.
255 funds tracked by Wall St. Rank held Itron as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.