Wealthcare Advisory Partners’s Itron ITRI Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-132	Closed	-$12K	–	1207
2021 Q1	$12K	Buy	+132	New	+$13.1K	﹤0.01%	1387
2018 Q3	–	Sell	-112	Closed	-$7K	–	1266
2018 Q2	$7K	Hold	112	–	–	﹤0.01%	924
2018 Q1	$8K	Hold	112	–	–	﹤0.01%	773
2017 Q4	$8K	Hold	112	–	–	﹤0.01%	716
2017 Q3	$9K	Buy	+112	New	+$8.13K	﹤0.01%	565

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Wealthcare Advisory Partners's ITRI Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Itron (ITRI) in Q2 2021, closing a stake of 132 shares — an estimated $12K sold.

Wealthcare Advisory Partners first reported a position in ITRI in Q3 2017 and held it in 5 quarters. The position peaked at $12K in Q1 2021. 248 funds tracked by Wall St. Rank hold ITRI as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Itron position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 132 Itron shares in Q2 2021, an estimated $12K.
Wealthcare Advisory Partners first reported a position in Itron in Q3 2017 and held it in 5 quarters.
Wealthcare Advisory Partners's Itron position peaked at $12K in Q1 2021.
248 funds tracked by Wall St. Rank held Itron as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.