Kestra Investment Management’s Itron ITRI Stock Holding History

Kestra Investment 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
2025 Q1	–	Sell	-46	Closed	-$5K	–	1189
2024 Q4	$5K	Buy	+46	New	+$5.14K	﹤0.01%	908

Other funds holding ITRI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Kestra Investment Management's ITRI Position: Q1 2025 in Review

Kestra Investment Management sold out of Itron (ITRI) in Q1 2025, closing a stake of 46 shares — an estimated $5K sold.

Kestra Investment Management first reported a position in ITRI in Q4 2024 and held it in 1 quarter. The position peaked at $5K in Q4 2024. 425 funds tracked by Wall St. Rank hold ITRI as of Q1 2025.

Kestra Investment Management reported no remaining Itron position as of Q1 2025 after selling out during the quarter.
Kestra Investment Management sold 46 Itron shares in Q1 2025, an estimated $5K.
Kestra Investment Management first reported a position in Itron in Q4 2024 and held it in 1 quarter.
Kestra Investment Management's Itron position peaked at $5K in Q4 2024.
425 funds tracked by Wall St. Rank held Itron as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.