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Prestige Wealth Management Group’s Itron ITRI Stock Holding History

Prestige Wealth Management Group’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
-150
Closed -$16.3K – 1037
2024
Q4 		$16.3K Buy
150
+25
+20% +$2.79K ﹤0.01% 385
2024
Q3 		$13.4K Buy
+125
New +$12.6K ﹤0.01% 406

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Prestige Wealth Management Group's ITRI Position: Q1 2025 in Review

Prestige Wealth Management Group sold out of Itron (ITRI) in Q1 2025, closing a stake of 150 shares — an estimated $16.3K sold.

Prestige Wealth Management Group first reported a position in ITRI in Q3 2024 and held it in 2 quarters. The position peaked at $16.3K in Q4 2024. 426 funds tracked by Wall St. Rank hold ITRI as of Q1 2025.

  • Prestige Wealth Management Group reported no remaining Itron position as of Q1 2025 after selling out during the quarter.
  • Prestige Wealth Management Group sold 150 Itron shares in Q1 2025, an estimated $16.3K.
  • Prestige Wealth Management Group first reported a position in Itron in Q3 2024 and held it in 2 quarters.
  • Prestige Wealth Management Group's Itron position peaked at $16.3K in Q4 2024.
  • 426 funds tracked by Wall St. Rank held Itron as of Q1 2025.

Based on Prestige Wealth Management Group's 13F filing for Q1 2025, filed 12 May 2025.