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Sendero Wealth Management’s ITT ITT Stock Holding History

Sendero 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
2024
Q2 		– Sell
-3,871
Closed -$527K – 162
2024
Q1 		$527K Hold
3,871
– – 0.09% 122
2023
Q4 		$462K Buy
3,871
+375
+11% +$39.4K 0.09% 124
2023
Q3 		$342K Buy
3,496
+550
+19% +$54K 0.07% 130
2023
Q2 		$275K Buy
2,946
+417
+16% +$35K 0.06% 136
2023
Q1 		$218K Buy
+2,529
New +$222K 0.07% 97

Other funds holding ITT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Sendero Wealth Management's ITT Position: Q2 2024 in Review

Sendero Wealth Management sold out of ITT (ITT) in Q2 2024, closing a stake of 3,871 shares — an estimated $527K sold.

Sendero Wealth Management first reported a position in ITT in Q1 2023 and held it in 5 quarters. The position peaked at $527K in Q1 2024. 502 funds tracked by Wall St. Rank hold ITT as of Q2 2024.

  • Sendero Wealth Management reported no remaining ITT position as of Q2 2024 after selling out during the quarter.
  • Sendero Wealth Management sold 3,871 ITT shares in Q2 2024, an estimated $527K.
  • Sendero Wealth Management first reported a position in ITT in Q1 2023 and held it in 5 quarters.
  • Sendero Wealth Management's ITT position peaked at $527K in Q1 2024.
  • 502 funds tracked by Wall St. Rank held ITT as of Q2 2024.

Based on Sendero Wealth Management's 13F filing for Q2 2024, filed 12 Jul 2024.