Alterna Wealth Management’s Itaú Unibanco ITUB Stock Holding History

Alterna Wealth Management’s Portfolio ITUB Stock Details ITUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-51,889	Closed	-$271K	–	94
2023 Q2	$271K	Buy	51,889 +1,654	+3%	+$7.82K	0.31%	65
2023 Q1	$216K	Buy	50,235 +2,373	+5%	+$10.1K	0.27%	84
2022 Q4	$199K	Hold	47,862	–	–	0.22%	91
2022 Q3	$218K	Buy	47,862 +3,498	+8%	+$14.9K	0.26%	61
2022 Q2	$167K	Sell	44,364 -13,336	-23%	-$59.2K	0.17%	82
2022 Q1	$291K	Buy	+57,700	New	+$243K	0.25%	67

Other funds holding ITUB

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Alterna Wealth Management's ITUB Position: Q3 2023 in Review

Alterna Wealth Management sold out of Itaú Unibanco (ITUB) in Q3 2023, closing a stake of 51,889 shares — an estimated $271K sold.

Alterna Wealth Management first reported a position in ITUB in Q1 2022 and held it in 6 quarters. The position peaked at $291K in Q1 2022. 283 funds tracked by Wall St. Rank hold ITUB as of Q3 2023.

Alterna Wealth Management reported no remaining Itaú Unibanco position as of Q3 2023 after selling out during the quarter.
Alterna Wealth Management sold 51,889 Itaú Unibanco shares in Q3 2023, an estimated $271K.
Alterna Wealth Management first reported a position in Itaú Unibanco in Q1 2022 and held it in 6 quarters.
Alterna Wealth Management's Itaú Unibanco position peaked at $291K in Q1 2022.
283 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2023.

Based on Alterna Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.