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Selective Wealth Management’s ITT ITT Stock Holding History

Selective Wealth Management’s Portfolio ITT Stock Details ITT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-250
Closed -$16K – 420
2022
Q3 		$16K Hold
250
– – 0.01% 463
2022
Q2 		$17K Hold
250
– – 0.01% 492
2022
Q1 		$19K Hold
250
– – 0.01% 452
2021
Q4 		$26K Hold
250
– – 0.01% 375
2021
Q3 		$21K Hold
250
– – 0.01% 356
2021
Q2 		$23K Hold
250
– – 0.02% 264
2021
Q1 		$23K Hold
250
– – 0.02% 183
2020
Q4 		$19K Hold
250
– – 0.01% 189
2020
Q3 		$15K Hold
250
– – 0.01% 174
2020
Q2 		$15K Buy
+250
New +$13.2K 0.01% 204

Other funds holding ITT

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Selective Wealth Management's ITT Position: Q4 2022 in Review

Selective Wealth Management sold out of ITT (ITT) in Q4 2022, closing a stake of 250 shares — an estimated $16K sold.

Selective Wealth Management first reported a position in ITT in Q2 2020 and held it in 10 quarters. The position peaked at $26K in Q4 2021. 394 funds tracked by Wall St. Rank hold ITT as of Q4 2022.

  • Selective Wealth Management reported no remaining ITT position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 250 ITT shares in Q4 2022, an estimated $16K.
  • Selective Wealth Management first reported a position in ITT in Q2 2020 and held it in 10 quarters.
  • Selective Wealth Management's ITT position peaked at $26K in Q4 2021.
  • 394 funds tracked by Wall St. Rank held ITT as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.