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Gradient Investments’s Itron ITRI Stock Holding History

Gradient Investments’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
2021
Q1 		– Sell
-200
Closed -$12K – 1213
2020
Q4 		$12K Hold
200
– – ﹤0.01% 662
2020
Q3 		$12K Buy
+200
New +$12.7K ﹤0.01% 666
2014
Q1 		– Sell
-300
Closed -$12K – 579
2013
Q4 		$12K Buy
+300
New +$12.7K ﹤0.01% 363

Other funds holding ITRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Gradient Investments's ITRI Position: Q1 2021 in Review

Gradient Investments sold out of Itron (ITRI) in Q1 2021, closing a stake of 200 shares — an estimated $12K sold.

Gradient Investments first reported a position in ITRI in Q4 2013 and held it in 3 quarters. The position peaked at $12K in Q4 2020. 281 funds tracked by Wall St. Rank hold ITRI as of Q1 2021.

  • Gradient Investments reported no remaining Itron position as of Q1 2021 after selling out during the quarter.
  • Gradient Investments sold 200 Itron shares in Q1 2021, an estimated $12K.
  • Gradient Investments first reported a position in Itron in Q4 2013 and held it in 3 quarters.
  • Gradient Investments's Itron position peaked at $12K in Q4 2020.
  • 281 funds tracked by Wall St. Rank held Itron as of Q1 2021.

Based on Gradient Investments's 13F filing for Q1 2021, filed 21 Apr 2021.