SPIA
ITI

Steward Partners Investment Advisory’s Iteris, Inc. ITI Stock Holding History

Steward Partners Investment Advisory’s Portfolio ITI Stock Details ITI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,250
Closed -$7K – 3346
2021
Q3 		$7K Buy
1,250
+776
+164% +$4.54K ﹤0.01% 2732
2021
Q2 		$3K Buy
+474
New +$3.19K ﹤0.01% 6809

Other funds holding ITI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CPA
Cowen Prime Advisors New York $290M AUM 57.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SC
Samjo Capital New York $254M AUM 36.81% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Steward Partners Investment Advisory's ITI Position: Q4 2021 in Review

Steward Partners Investment Advisory sold out of Iteris, Inc. (ITI) in Q4 2021, closing a stake of 1,250 shares — an estimated $7K sold.

Steward Partners Investment Advisory first reported a position in ITI in Q2 2021 and held it in 2 quarters. The position peaked at $7K in Q3 2021. 103 funds tracked by Wall St. Rank hold ITI as of Q4 2021.

  • Steward Partners Investment Advisory reported no remaining Iteris, Inc. position as of Q4 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,250 Iteris, Inc. shares in Q4 2021, an estimated $7K.
  • Steward Partners Investment Advisory first reported a position in Iteris, Inc. in Q2 2021 and held it in 2 quarters.
  • Steward Partners Investment Advisory's Iteris, Inc. position peaked at $7K in Q3 2021.
  • 103 funds tracked by Wall St. Rank held Iteris, Inc. as of Q4 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2021, filed 8 Feb 2022.