First Trust Direct Indexing’s Itron ITRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
– Sell
-1,239
Closed -$119K – 686
2020
Q4
$119K Buy
+1,239
New +$95.3K 0.03% 455

Other funds holding ITRI

First Trust Direct Indexing's ITRI Position: Q1 2021 in Review

First Trust Direct Indexing sold out of Itron (ITRI) in Q1 2021, closing a stake of 1,239 shares — an estimated $119K sold.

First Trust Direct Indexing first reported a position in ITRI in Q4 2020 and held it in 1 quarter. The position peaked at $119K in Q4 2020. 281 funds tracked by Wall St. Rank hold ITRI as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Itron position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 1,239 Itron shares in Q1 2021, an estimated $119K.
  • First Trust Direct Indexing first reported a position in Itron in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Itron position peaked at $119K in Q4 2020.
  • 281 funds tracked by Wall St. Rank held Itron as of Q1 2021.

Based on First Trust Direct Indexing's 13F filing for Q1 2021, filed 14 Apr 2021.