VWA
ITI

V Wealth Advisors’s Iteris, Inc. ITI Stock Holding History

V Wealth Advisors’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
2023
Q3 		– Sell
-32,200
Closed -$128K – 385
2023
Q2 		$128K Sell
32,200
-1,500
-4% -$6.69K 0.02% 376
2023
Q1 		$158K Buy
33,700
+18,500
+122% +$77.4K 0.03% 368
2022
Q4 		$47.3K Hold
15,200
– – 0.01% 361
2022
Q3 		$45K Hold
15,200
– – 0.01% 371
2022
Q2 		$44K Hold
15,200
– – 0.01% 402
2022
Q1 		$45K Sell
15,200
-1,000
-6% -$3.46K 0.01% 434
2021
Q4 		$65K Hold
16,200
– – 0.01% 448
2021
Q3 		$86K Hold
16,200
– – 0.01% 496
2021
Q2 		$109K Buy
16,200
+1,500
+10% +$10.1K 0.02% 458
2021
Q1 		$91K Buy
14,700
+4,500
+44% +$28.7K 0.02% 418
2020
Q4 		$58K Buy
+10,200
New +$48.7K 0.01% 377

Other funds holding ITI

SC
Samjo Capital New York $254M AUM 36.81% 1-Year Est. Return
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
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AI
Acuitas Investments Seattle, Washington $1.41M AUM 48.57% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

V Wealth Advisors's ITI Position: Q3 2023 in Review

V Wealth Advisors sold out of Iteris, Inc. (ITI) in Q3 2023, closing a stake of 32,200 shares — an estimated $128K sold.

V Wealth Advisors first reported a position in ITI in Q4 2020 and held it in 11 quarters. The position peaked at $158K in Q1 2023. 88 funds tracked by Wall St. Rank hold ITI as of Q3 2023.

  • V Wealth Advisors reported no remaining Iteris, Inc. position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 32,200 Iteris, Inc. shares in Q3 2023, an estimated $128K.
  • V Wealth Advisors first reported a position in Iteris, Inc. in Q4 2020 and held it in 11 quarters.
  • V Wealth Advisors's Iteris, Inc. position peaked at $158K in Q1 2023.
  • 88 funds tracked by Wall St. Rank held Iteris, Inc. as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.