Forum Financial Management’s Iteris, Inc. ITI Stock Holding History

Forum Financial Management’s Portfolio ITI Stock Details ITI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-39,102	Closed	-$279K	–	966
2024 Q3	$279K	Buy	+39,102	New	+$234K	﹤0.01%	553

Other funds holding ITI

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Forum Financial Management's ITI Position: Q4 2024 in Review

Forum Financial Management sold out of Iteris, Inc. (ITI) in Q4 2024, closing a stake of 39,102 shares — an estimated $279K sold.

Forum Financial Management first reported a position in ITI in Q3 2024 and held it in 1 quarter. The position peaked at $279K in Q3 2024. 1 fund tracked by Wall St. Rank holds ITI as of Q4 2024.

Forum Financial Management reported no remaining Iteris, Inc. position as of Q4 2024 after selling out during the quarter.
Forum Financial Management sold 39,102 Iteris, Inc. shares in Q4 2024, an estimated $279K.
Forum Financial Management first reported a position in Iteris, Inc. in Q3 2024 and held it in 1 quarter.
Forum Financial Management's Iteris, Inc. position peaked at $279K in Q3 2024.
1 fund tracked by Wall St. Rank held Iteris, Inc. as of Q4 2024.

Based on Forum Financial Management's 13F filing for Q4 2024, filed 13 Feb 2025.