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Institutional & Family Asset Management’s Itron ITRI Stock Holding History

Institutional & Family Asset 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
2024
Q2 		$990 Buy
10
+4
+67% +$403 ﹤0.01% 644
2024
Q1 		$555 Buy
+6
New +$483 ﹤0.01% 684

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return

Institutional & Family Asset Management's ITRI Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Itron (ITRI) stake by 67% in Q2 2024, buying an estimated $403 and bringing the position to 10 shares worth $990. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Institutional & Family Asset Management first reported a position in ITRI in Q1 2024 and has held it in 2 quarters since. 410 funds tracked by Wall St. Rank hold ITRI as of Q2 2024.

  • Institutional & Family Asset Management held 10 shares of Itron worth $990 as of Q2 2024.
  • Institutional & Family Asset Management bought 4 Itron shares in Q2 2024, an estimated $403.
  • Itron made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #644 holding.
  • Institutional & Family Asset Management first reported a position in Itron in Q1 2024 and has held it in 2 quarters since.
  • 410 funds tracked by Wall St. Rank held Itron as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.