PWM
ITI

PRW Wealth Management’s Iteris, Inc. ITI Stock Holding History

PRW Wealth Management’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
2019
Q2 		– Sell
-5,023
Closed -$21K – 715
2019
Q1 		$21K Hold
5,023
– – 0.02% 227
2018
Q4 		$19K Buy
+5,023
New +$21.5K 0.02% 237

Other funds holding ITI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CPA
Cowen Prime Advisors New York $290M AUM 57.8% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

PRW Wealth Management's ITI Position: Q2 2019 in Review

PRW Wealth Management sold out of Iteris, Inc. (ITI) in Q2 2019, closing a stake of 5,023 shares — an estimated $21K sold.

PRW Wealth Management first reported a position in ITI in Q4 2018 and held it in 2 quarters. The position peaked at $21K in Q1 2019. 93 funds tracked by Wall St. Rank hold ITI as of Q2 2019.

  • PRW Wealth Management reported no remaining Iteris, Inc. position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 5,023 Iteris, Inc. shares in Q2 2019, an estimated $21K.
  • PRW Wealth Management first reported a position in Iteris, Inc. in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's Iteris, Inc. position peaked at $21K in Q1 2019.
  • 93 funds tracked by Wall St. Rank held Iteris, Inc. as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.