WAM
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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
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
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return