Sutton Wealth Advisors’s Itron ITRI Stock Holding History

Sutton Wealth 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
2023 Q1	–	Sell	-560	Closed	-$28.4K	–	1176
2022 Q4	$28.4K	Sell	560 -452	-45%	-$22.3K	0.01%	568
2022 Q3	$42.6K	Buy	1,012 +164	+19%	+$8.17K	0.02%	414
2022 Q2	$41.9K	Buy	848 +17	+2%	+$843	0.02%	430
2022 Q1	$43.8K	Sell	831 -12	-1%	-$671	0.02%	443
2021 Q4	$57.8K	Buy	843 +12	+1%	+$844	0.02%	377
2021 Q3	$62.8K	Hold	831	–	–	0.02%	338
2021 Q2	$83.1K	Hold	831	–	–	0.03%	279
2021 Q1	$73.7K	Hold	831	–	–	0.03%	291
2020 Q4	$79.7K	Hold	831	–	–	0.03%	254
2020 Q3	$50.5K	Hold	831	–	–	0.02%	301
2020 Q2	$55.1K	Hold	831	–	–	0.03%	281
2020 Q1	$46.4K	Hold	831	–	–	0.03%	285
2019 Q4	$69.8K	Hold	831	–	–	0.04%	255
2019 Q3	$61.5K	Hold	831	–	–	0.03%	258
2019 Q2	$52K	Hold	831	–	–	0.03%	290
2019 Q1	$38.8K	Buy	831 +278	+50%	+$14.7K	0.02%	372
2018 Q4	$26.2K	Hold	553	–	–	0.02%	437
2018 Q3	$35.5K	Hold	553	–	–	0.02%	381
2018 Q2	$33.2K	Hold	553	–	–	0.02%	397
2018 Q1	$39.6K	Hold	553	–	–	0.03%	335
2017 Q4	$37.7K	Hold	553	–	–	0.03%	351
2017 Q3	$42.8K	Hold	553	–	–	0.03%	305
2017 Q2	$37.5K	Hold	553	–	–	0.03%	320
2017 Q1	$33.6K	Hold	553	–	–	0.03%	350
2016 Q4	$34.8K	Hold	553	–	–	0.03%	337
2016 Q3	$30.8K	Hold	553	–	–	0.03%	342
2016 Q2	$23.8K	Hold	553	–	–	0.02%	400
2016 Q1	$23.1K	Buy	+553	New	+$20.4K	0.02%	400

Other funds holding ITRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Sutton Wealth Advisors's ITRI Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Itron (ITRI) in Q1 2023, closing a stake of 560 shares — an estimated $28.4K sold.

Sutton Wealth Advisors first reported a position in ITRI in Q1 2016 and held it in 28 quarters. The position peaked at $83.1K in Q2 2021. 248 funds tracked by Wall St. Rank hold ITRI as of Q1 2023.

Sutton Wealth Advisors reported no remaining Itron position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 560 Itron shares in Q1 2023, an estimated $28.4K.
Sutton Wealth Advisors first reported a position in Itron in Q1 2016 and held it in 28 quarters.
Sutton Wealth Advisors's Itron position peaked at $83.1K in Q2 2021.
248 funds tracked by Wall St. Rank held Itron as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.