Regent Peak Wealth Advisors’s Itron ITRI Stock Holding History

Regent Peak Wealth Advisors’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 Q1	–	Sell	-8	Closed	-$1K	–	556
2020 Q4	$1K	Buy	+8	New	+$615	﹤0.01%	937

Other funds holding ITRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Regent Peak Wealth Advisors's ITRI Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Itron (ITRI) in Q1 2021, closing a stake of 8 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in ITRI in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 281 funds tracked by Wall St. Rank hold ITRI as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Itron position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 8 Itron shares in Q1 2021, an estimated $1K.
Regent Peak Wealth Advisors first reported a position in Itron in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Itron position peaked at $1K in Q4 2020.
281 funds tracked by Wall St. Rank held Itron as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.