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FGAM
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
2024
Q2
–
Sell
-49
Closed
-$4.56K
–
2000
2024
Q1
$4.56K
Buy
+49
New
+$3.95K
﹤0.01%
878
2023
Q3
–
Sell
-72
Closed
-$165
–
1508
2023
Q2
$165
Buy
+72
New
+$4.55K
﹤0.01%
1215
2023
Q1
–
Sell
-51
Closed
-$236
–
1401
2022
Q4
$236
Buy
+51
New
+$2.52K
﹤0.01%
907
2020
Q2
–
Sell
-13
Closed
-$708
–
448
2020
Q1
$708
Buy
13
+1
+8%
+$76
﹤0.01%
508
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%
1455
2019
Q1
$0
Buy
+6
New
+$318
﹤0.01%
1437
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
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30.48%
1-Year Est. Return
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27.45%
1-Year Est. Return
Invesco
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$653B AUM
32.41%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Amundi
Paris, France
$367B AUM
31.23%
1-Year Est. Return
First Trust Advisors
Wheaton, Illinois
$140B AUM
27.84%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
ACB
Aristotle Capital Boston
Boston, Massachusetts
$1.61B AUM
19.82%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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