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Financial Gravity Companies’s Itron ITRI Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$1K Buy
+10
New +$529 ﹤0.01% 1118
2018
Q1 		$1K Hold
9
– – ﹤0.01% 1164
2017
Q4 		$1K Buy
+9
New +$643 ﹤0.01% 1136

Other funds holding ITRI

SCM
Scopia Capital Management New York $112M AUM 48.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Financial Gravity Companies's ITRI Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Itron (ITRI) in Q4 2018: 10 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1118 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in ITRI as recently as Q1 2018.

Financial Gravity Companies first reported a position in ITRI in Q4 2017 and has held it in 3 quarters since. 223 funds tracked by Wall St. Rank hold ITRI as of Q4 2018.

  • Financial Gravity Companies held 10 shares of Itron worth $1K as of Q4 2018.
  • Itron was a new Financial Gravity Companies position in Q4 2018.
  • Itron made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1118 holding.
  • Financial Gravity Companies first reported a position in Itron in Q4 2017 and has held it in 3 quarters since.
  • 223 funds tracked by Wall St. Rank held Itron as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.