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Meridian Wealth Management’s Itron ITRI Stock Holding History

Meridian 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
2020
Q1 		– Sell
-4,932
Closed -$414K – 226
2019
Q4 		$414K Buy
+4,932
New +$388K 0.2% 106

Other funds holding ITRI

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Vanguard Group
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Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Meridian Wealth Management's ITRI Position: Q1 2020 in Review

Meridian Wealth Management sold out of Itron (ITRI) in Q1 2020, closing a stake of 4,932 shares — an estimated $414K sold.

Meridian Wealth Management first reported a position in ITRI in Q4 2019 and held it in 1 quarter. The position peaked at $414K in Q4 2019. 260 funds tracked by Wall St. Rank hold ITRI as of Q1 2020.

  • Meridian Wealth Management reported no remaining Itron position as of Q1 2020 after selling out during the quarter.
  • Meridian Wealth Management sold 4,932 Itron shares in Q1 2020, an estimated $414K.
  • Meridian Wealth Management first reported a position in Itron in Q4 2019 and held it in 1 quarter.
  • Meridian Wealth Management's Itron position peaked at $414K in Q4 2019.
  • 260 funds tracked by Wall St. Rank held Itron as of Q1 2020.

Based on Meridian Wealth Management's 13F filing for Q1 2020, filed 16 Apr 2020.