JP Morgan Private Wealth Advisors’s Itron ITRI Stock Holding History

JP Morgan Private 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
2021 Q3	–	Sell	-7,733	Closed	-$773K	–	1956
2021 Q2	$773K	Buy	7,733 +3,587	+87%	+$333K	﹤0.01%	1314
2021 Q1	$368K	Sell	4,146 -268	-6%	-$26.5K	﹤0.01%	1440
2020 Q4	$423K	Buy	+4,414	New	+$339K	﹤0.01%	1354
2016 Q4	–	Sell	-6,779	Closed	-$378K	–	1273
2016 Q3	$378K	Sell	6,779 -2,266	-25%	-$109K	﹤0.01%	892
2016 Q2	$390K	Buy	9,045 +3,545	+64%	+$150K	﹤0.01%	873
2016 Q1	$229K	Sell	5,500 -2,710	-33%	-$100K	﹤0.01%	1036
2015 Q4	$297K	Hold	8,210	–	–	﹤0.01%	863
2015 Q3	$262K	Buy	8,210 +1,070	+15%	+$33.4K	﹤0.01%	840
2015 Q2	$246K	Hold	7,140	–	–	﹤0.01%	916
2015 Q1	$261K	Buy	7,140 +620	+10%	+$23.1K	﹤0.01%	941
2014 Q4	$276K	Buy	6,520 +552	+9%	+$22K	﹤0.01%	903
2014 Q3	$235K	Buy	+5,968	New	+$239K	﹤0.01%	924

Other funds holding ITRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return

JP Morgan Private Wealth Advisors's ITRI Position: Q3 2021 in Review

JP Morgan Private Wealth Advisors sold out of Itron (ITRI) in Q3 2021, closing a stake of 7,733 shares — an estimated $773K sold.

JP Morgan Private Wealth Advisors first reported a position in ITRI in Q3 2014 and held it in 12 quarters. The position peaked at $773K in Q2 2021. 261 funds tracked by Wall St. Rank hold ITRI as of Q3 2021.

JP Morgan Private Wealth Advisors reported no remaining Itron position as of Q3 2021 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 7,733 Itron shares in Q3 2021, an estimated $773K.
JP Morgan Private Wealth Advisors first reported a position in Itron in Q3 2014 and held it in 12 quarters.
JP Morgan Private Wealth Advisors's Itron position peaked at $773K in Q2 2021.
261 funds tracked by Wall St. Rank held Itron as of Q3 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.