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Wipfli Financial Advisors’s Itron ITRI Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$17K Buy
+414
New +$20.6K ﹤0.01% 1630

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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

Wipfli Financial Advisors's ITRI Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Itron (ITRI) in Q3 2022: 414 shares worth $17K. The stake represents ﹤0.01% of the portfolio and ranks #1630 among its holdings.

240 funds tracked by Wall St. Rank hold ITRI as of Q3 2022.

  • Wipfli Financial Advisors held 414 shares of Itron worth $17K as of Q3 2022.
  • Itron was a new Wipfli Financial Advisors position in Q3 2022.
  • Itron made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1630 holding.
  • 240 funds tracked by Wall St. Rank held Itron as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.