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WR Wealth Planners’s ITT ITT Stock Holding History

WR Wealth Planners’s Portfolio ITT Stock Details ITT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$17.3K Hold
121
– – 0.01% 500
2024
Q3 		$18.1K Buy
121
+24
+25% +$3.27K 0.01% 511
2024
Q2 		$12.5K Buy
97
+2
+2% +$263 ﹤0.01% 550
2024
Q1 		$12.9K Buy
+95
New +$11.8K ﹤0.01% 544
2023
Q4 		– Sell
-115
Closed -$11.3K – 521
2023
Q3 		$11.3K Hold
115
– – ﹤0.01% 527
2023
Q2 		$10.7K Sell
115
-7
-6% -$588 ﹤0.01% 540
2023
Q1 		$10.5K Buy
+122
New +$10.7K ﹤0.01% 540

Other funds holding ITT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

WR Wealth Planners's ITT Position: Q4 2024 in Review

WR Wealth Planners held its ITT (ITT) position steady in Q4 2024 at 121 shares worth $17.3K. The position accounts for 0.01% of the portfolio, ranked #500.

WR Wealth Planners first reported a position in ITT in Q1 2023 and has held it in 7 quarters since. The position peaked at $18.1K in Q3 2024. 556 funds tracked by Wall St. Rank hold ITT as of Q4 2024.

  • WR Wealth Planners held 121 shares of ITT worth $17.3K as of Q4 2024.
  • WR Wealth Planners left its ITT share count unchanged in Q4 2024.
  • ITT made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #500 holding.
  • WR Wealth Planners first reported a position in ITT in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's ITT position peaked at $18.1K in Q3 2024.
  • 556 funds tracked by Wall St. Rank held ITT as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.