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The Family Firm’s Itron ITRI Stock Holding History

The Family Firm’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
2024
Q3 		– Sell
-200
Closed -$19.8K – 524
2024
Q2 		$19.8K Buy
+200
New +$20.1K ﹤0.01% 569

Other funds holding ITRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

The Family Firm's ITRI Position: Q3 2024 in Review

The Family Firm sold out of Itron (ITRI) in Q3 2024, closing a stake of 200 shares — an estimated $19.8K sold.

The Family Firm first reported a position in ITRI in Q2 2024 and held it in 1 quarter. The position peaked at $19.8K in Q2 2024. 424 funds tracked by Wall St. Rank hold ITRI as of Q3 2024.

  • The Family Firm reported no remaining Itron position as of Q3 2024 after selling out during the quarter.
  • The Family Firm sold 200 Itron shares in Q3 2024, an estimated $19.8K.
  • The Family Firm first reported a position in Itron in Q2 2024 and held it in 1 quarter.
  • The Family Firm's Itron position peaked at $19.8K in Q2 2024.
  • 424 funds tracked by Wall St. Rank held Itron as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.