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Liberty Wealth Management’s Itron ITRI Stock Holding History

Liberty 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
Q4 		– Sell
-200
Closed -$15K – 634
2021
Q3 		$15K Hold
200
– – 0.01% 719
2021
Q2 		$20K Hold
200
– – 0.01% 504
2021
Q1 		$18K Hold
200
– – 0.01% 479
2020
Q4 		$18K Buy
+200
New +$15.4K 0.01% 475

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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return

Liberty Wealth Management's ITRI Position: Q4 2021 in Review

Liberty Wealth Management sold out of Itron (ITRI) in Q4 2021, closing a stake of 200 shares — an estimated $15K sold.

Liberty Wealth Management first reported a position in ITRI in Q4 2020 and held it in 4 quarters. The position peaked at $20K in Q2 2021. 261 funds tracked by Wall St. Rank hold ITRI as of Q4 2021.

  • Liberty Wealth Management reported no remaining Itron position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 200 Itron shares in Q4 2021, an estimated $15K.
  • Liberty Wealth Management first reported a position in Itron in Q4 2020 and held it in 4 quarters.
  • Liberty Wealth Management's Itron position peaked at $20K in Q2 2021.
  • 261 funds tracked by Wall St. Rank held Itron as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.