Wealthspire Advisors (Maryland)’s Itron ITRI Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-30	Closed	-$1K	–	1219
2019 Q1	$1K	Sell	30 -40	-57%	-$2.12K	﹤0.01%	2347
2018 Q4	$3K	Sell	70 -1	-1%	-$53	﹤0.01%	1952
2018 Q3	$5K	Buy	71 +12	+20%	+$757	﹤0.01%	1802
2018 Q2	$4K	Sell	59 -89	-60%	-$5.64K	﹤0.01%	1887
2018 Q1	$11K	Sell	148 -25	-14%	-$1.79K	﹤0.01%	1525
2017 Q4	$12K	Hold	173	–	–	﹤0.01%	1516
2017 Q3	$13K	Buy	173 +3	+2%	+$218	﹤0.01%	1474
2017 Q2	$12K	Sell	170 -31	-15%	-$2.03K	﹤0.01%	1465
2017 Q1	$12K	Buy	+201	New	+$12.5K	﹤0.01%	1268
2016 Q4	–	Sell	-60	Closed	-$3K	–	1797
2016 Q3	$3K	Hold	60	–	–	﹤0.01%	1476
2016 Q2	$3K	Sell	60 -25	-29%	-$1.05K	﹤0.01%	1435
2016 Q1	$4K	Buy	+85	New	+$3.14K	﹤0.01%	1389

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

SCM

Scopia Capital Management New York $112M AUM 48.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

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

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

Wealthspire Advisors (Maryland)'s ITRI Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Itron (ITRI) in Q2 2019, closing a stake of 30 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in ITRI in Q1 2016 and held it in 12 quarters. The position peaked at $13K in Q3 2017. 235 funds tracked by Wall St. Rank hold ITRI as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Itron position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 30 Itron shares in Q2 2019, an estimated $1K.
Wealthspire Advisors (Maryland) first reported a position in Itron in Q1 2016 and held it in 12 quarters.
Wealthspire Advisors (Maryland)'s Itron position peaked at $13K in Q3 2017.
235 funds tracked by Wall St. Rank held Itron as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.