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

WCG 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
2024 Q4	–	Sell	-30,200	Closed	-$216K	–	330
2024 Q3	$216K	Buy	+30,200	New	+$180K	0.01%	307

Other funds holding ITI

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

WCG Wealth Advisors's ITI Position: Q4 2024 in Review

WCG Wealth Advisors sold out of Iteris, Inc. (ITI) in Q4 2024, closing a stake of 30,200 shares — an estimated $216K sold.

WCG Wealth Advisors first reported a position in ITI in Q3 2024 and held it in 1 quarter. The position peaked at $216K in Q3 2024. 1 fund tracked by Wall St. Rank holds ITI as of Q4 2024.

WCG Wealth Advisors reported no remaining Iteris, Inc. position as of Q4 2024 after selling out during the quarter.
WCG Wealth Advisors sold 30,200 Iteris, Inc. shares in Q4 2024, an estimated $216K.
WCG Wealth Advisors first reported a position in Iteris, Inc. in Q3 2024 and held it in 1 quarter.
WCG Wealth Advisors's Iteris, Inc. position peaked at $216K in Q3 2024.
1 fund tracked by Wall St. Rank held Iteris, Inc. as of Q4 2024.

Based on WCG Wealth Advisors's 13F filing for Q4 2024, filed 19 Feb 2025.