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Harvest Group Wealth Management’s Itron ITRI Stock Holding History

Harvest Group Wealth 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
2021
Q1 		– Sell
-3
Closed – – 358
2020
Q4 		$0 Hold
3
– – ﹤0.01% 743
2020
Q3 		$0 Hold
3
– – ﹤0.01% 696
2020
Q2 		$0 Hold
3
– – ﹤0.01% 656
2020
Q1 		$0 Sell
3
-44
-94% -$3.34K ﹤0.01% 730
2019
Q4 		$3K Hold
47
– – ﹤0.01% 508
2019
Q3 		$3K Hold
47
– – ﹤0.01% 561
2019
Q2 		$2K Hold
47
– – ﹤0.01% 550
2019
Q1 		$2K Buy
+47
New +$2.49K ﹤0.01% 634

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 $3.38T AUM 44.17% 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

Harvest Group Wealth Management's ITRI Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Itron (ITRI) in Q1 2021, closing a stake of 3 shares.

Harvest Group Wealth Management first reported a position in ITRI in Q1 2019 and held it in 8 quarters. The position peaked at $3K in Q4 2019. 281 funds tracked by Wall St. Rank hold ITRI as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Itron position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 3 Itron shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in Itron in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's Itron position peaked at $3K in Q4 2019.
  • 281 funds tracked by Wall St. Rank held Itron as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.