JFS Wealth Advisors’s Itron ITRI Stock Holding History

JFS Wealth Advisors’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
2026 Q2	$3.81K	Buy	44 +2	+5%	+$171	﹤0.01%	1390
2026 Q1	$3.77K	Hold	42	–	–	﹤0.01%	1291
2025 Q4	$3.9K	Buy	42 +12	+40%	+$1.31K	﹤0.01%	1334
2025 Q3	$3.74K	Hold	30	–	–	﹤0.01%	1227
2025 Q2	$3.95K	Hold	30	–	–	﹤0.01%	1165
2025 Q1	$3.14K	Hold	30	–	–	﹤0.01%	1301
2024 Q4	$3.26K	Hold	30	–	–	﹤0.01%	1287
2024 Q3	$3.21K	Buy	30 +1	+3%	+$101	﹤0.01%	1290
2024 Q2	$2.87K	Hold	29	–	–	﹤0.01%	1294
2024 Q1	$2.68K	Hold	29	–	–	﹤0.01%	1337
2023 Q4	$2.19K	Buy	29 +1	+4%	+$65	﹤0.01%	1392
2023 Q3	$1.7K	Hold	28	–	–	﹤0.01%	1425
2023 Q2	$2.02K	Buy	28 +1	+4%	+$63	﹤0.01%	1383
2023 Q1	$1.5K	Buy	27 +1	+4%	+$55	﹤0.01%	1464
2022 Q4	$1.32K	Buy	26 +1	+4%	+$49	﹤0.01%	1521
2022 Q3	$1K	Buy	25 +13	+108%	+$647	﹤0.01%	1568
2022 Q2	$1K	Sell	12 -5	-29%	-$248	﹤0.01%	1552
2022 Q1	$1K	Buy	17 +10	+143%	+$559	﹤0.01%	1659
2021 Q4	$0	Buy	+7	New	+$492	﹤0.01%	1793

Other funds holding ITRI

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Ardsley Advisory Partners Stamford, Connecticut $921M AUM 207.76% 1-Year Est. Return

Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Kennebec Savings Bank Augusta, Maine $125M AUM 27.46% 1-Year Est. Return