Simplicity Wealth’s ITT ITT Stock Holding History

Simplicity Wealth’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 Q3	–	Sell	-2,835	Closed	-$366K	–	839
2024 Q2	$366K	Sell	2,835 -5	-0.2%	-$657	0.01%	880
2024 Q1	$386K	Buy	+2,840	New	+$352K	0.01%	831

Other funds holding ITT

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Simplicity Wealth's ITT Position: Q3 2024 in Review

Simplicity Wealth sold out of ITT (ITT) in Q3 2024, closing a stake of 2,835 shares — an estimated $366K sold.

Simplicity Wealth first reported a position in ITT in Q1 2024 and held it in 2 quarters. The position peaked at $386K in Q1 2024. 508 funds tracked by Wall St. Rank hold ITT as of Q3 2024.

Simplicity Wealth reported no remaining ITT position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 2,835 ITT shares in Q3 2024, an estimated $366K.
Simplicity Wealth first reported a position in ITT in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's ITT position peaked at $386K in Q1 2024.
508 funds tracked by Wall St. Rank held ITT as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.