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Sequoia Financial Advisors’s Itron ITRI Stock Holding History

Sequoia Financial 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
2026
Q1 		$3.1M Buy
34,605
+1,516
+5% +$146K 0.02% 448
2025
Q4 		$3.07M Buy
33,089
+2,320
+8% +$253K 0.02% 447
2025
Q3 		$3.83M Buy
30,769
+1,745
+6% +$222K 0.02% 354
2025
Q2 		$3.82M Buy
29,024
+1,386
+5% +$157K 0.03% 330
2025
Q1 		$2.9M Buy
27,638
+2,244
+9% +$235K 0.02% 365
2024
Q4 		$2.76M Buy
25,394
+1,268
+5% +$142K 0.03% 345
2024
Q3 		$2.58M Buy
24,126
+1,084
+5% +$110K 0.03% 318
2024
Q2 		$2.28M Buy
23,042
+9,772
+74% +$983K 0.03% 301
2024
Q1 		$1.23M Buy
+13,270
New +$1.07M 0.02% 430

Other funds holding ITRI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return