Pacific Capital Wealth Advisors’s Iteris, Inc. ITI Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio ITI Stock Details ITI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-300	Closed	-$2.14K	–	498
2024 Q3	$2.14K	Hold	300	–	–	﹤0.01%	395
2024 Q2	$1.3K	Hold	300	–	–	﹤0.01%	455
2024 Q1	$1.48K	Hold	300	–	–	﹤0.01%	464
2023 Q4	$1.56K	Buy	+300	New	+$1.32K	﹤0.01%	296

Other funds holding ITI

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Pacific Capital Wealth Advisors's ITI Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of Iteris, Inc. (ITI) in Q4 2024, closing a stake of 300 shares — an estimated $2.14K sold.

Pacific Capital Wealth Advisors first reported a position in ITI in Q4 2023 and held it in 4 quarters. The position peaked at $2.14K in Q3 2024. 1 fund tracked by Wall St. Rank holds ITI as of Q4 2024.

Pacific Capital Wealth Advisors reported no remaining Iteris, Inc. position as of Q4 2024 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 300 Iteris, Inc. shares in Q4 2024, an estimated $2.14K.
Pacific Capital Wealth Advisors first reported a position in Iteris, Inc. in Q4 2023 and held it in 4 quarters.
Pacific Capital Wealth Advisors's Iteris, Inc. position peaked at $2.14K in Q3 2024.
1 fund tracked by Wall St. Rank held Iteris, Inc. as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.