American Portfolios Advisors’s Itaú Unibanco ITUB Stock Holding History

American Portfolios Advisors’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
2022 Q3	$5.36K	Hold	1,175	–	–	﹤0.01%	2792
2022 Q2	$4.43K	Buy	1,175 +633	+117%	+$2.81K	﹤0.01%	2872
2022 Q1	$2.73K	Hold	542	–	–	﹤0.01%	3145
2021 Q4	$1.79K	Sell	542 -115	-18%	-$414	﹤0.01%	3200
2021 Q3	$2.52K	Hold	657	–	–	﹤0.01%	3096
2021 Q2	$2.87K	Hold	657	–	–	﹤0.01%	3035
2021 Q1	$2.37K	Buy	+657	New	+$2.48K	﹤0.01%	2950
2020 Q4	–	Sell	-177	Closed	-$513	–	3045
2020 Q3	$513	Sell	177 -2,818	-94%	-$9.57K	﹤0.01%	2839
2020 Q2	$10.2K	Buy	2,995 +2,530	+544%	+$8.21K	﹤0.01%	1913
2020 Q1	$1.52K	Buy	465 +227	+95%	+$1.16K	﹤0.01%	2474
2019 Q4	$1.58K	Hold	238	–	–	﹤0.01%	2622
2019 Q3	$1.46K	Hold	238	–	–	﹤0.01%	2585
2019 Q2	$1.63K	Buy	+238	New	+$1.5K	﹤0.01%	2515

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

Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

American Portfolios Advisors's ITUB Position: Q3 2022 in Review

American Portfolios Advisors held its Itaú Unibanco (ITUB) position steady in Q3 2022 at 1,175 shares worth $5.36K. The position accounts for ﹤0.01% of the portfolio, ranked #2792.

American Portfolios Advisors first reported a position in ITUB in Q2 2019 and has held it in 13 quarters since. The position peaked at $10.2K in Q2 2020. 268 funds tracked by Wall St. Rank hold ITUB as of Q3 2022.

American Portfolios Advisors held 1,175 shares of Itaú Unibanco worth $5.36K as of Q3 2022.
American Portfolios Advisors left its Itaú Unibanco share count unchanged in Q3 2022.
Itaú Unibanco made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2792 holding.
American Portfolios Advisors first reported a position in Itaú Unibanco in Q2 2019 and has held it in 13 quarters since.
American Portfolios Advisors's Itaú Unibanco position peaked at $10.2K in Q2 2020.
268 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.