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Souders Financial Advisors’s ITT ITT Stock Holding History

Souders Financial Advisors’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
2023
Q1 		– Sell
-35,016
Closed -$2.84M – 152
2022
Q4 		$2.84M Buy
35,016
+147
+0.4% +$11.4K 0.65% 50
2022
Q3 		$2.28M Buy
34,869
+2,223
+7% +$162K 0.62% 57
2022
Q2 		$2.19M Buy
32,646
+2,924
+10% +$208K 0.63% 52
2022
Q1 		$2.23M Buy
+29,722
New +$2.62M 0.65% 50

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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Souders Financial Advisors's ITT Position: Q1 2023 in Review

Souders Financial Advisors sold out of ITT (ITT) in Q1 2023, closing a stake of 35,016 shares — an estimated $2.84M sold.

Souders Financial Advisors first reported a position in ITT in Q1 2022 and held it in 4 quarters. The position peaked at $2.84M in Q4 2022. 426 funds tracked by Wall St. Rank hold ITT as of Q1 2023.

  • Souders Financial Advisors reported no remaining ITT position as of Q1 2023 after selling out during the quarter.
  • Souders Financial Advisors sold 35,016 ITT shares in Q1 2023, an estimated $2.84M.
  • Souders Financial Advisors first reported a position in ITT in Q1 2022 and held it in 4 quarters.
  • Souders Financial Advisors's ITT position peaked at $2.84M in Q4 2022.
  • 426 funds tracked by Wall St. Rank held ITT as of Q1 2023.

Based on Souders Financial Advisors's 13F filing for Q1 2023, filed 9 May 2023.