Aspire Private Capital’s Itaú Unibanco ITUB Stock Holding History

Aspire Private Capital’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
2020 Q1	–	Sell	-216	Closed	-$1K	–	365
2019 Q4	$1K	Buy	216 +96	+80%	+$601	﹤0.01%	433
2019 Q3	$1K	Hold	120	–	–	﹤0.01%	410
2019 Q2	$1K	Buy	+120	New	+$755	﹤0.01%	451

Other funds holding ITUB

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

WGI

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

Aspire Private Capital's ITUB Position: Q1 2020 in Review

Aspire Private Capital sold out of Itaú Unibanco (ITUB) in Q1 2020, closing a stake of 216 shares — an estimated $1K sold.

Aspire Private Capital first reported a position in ITUB in Q2 2019 and held it in 3 quarters. The position peaked at $1K in Q4 2019. 286 funds tracked by Wall St. Rank hold ITUB as of Q1 2020.

Aspire Private Capital reported no remaining Itaú Unibanco position as of Q1 2020 after selling out during the quarter.
Aspire Private Capital sold 216 Itaú Unibanco shares in Q1 2020, an estimated $1K.
Aspire Private Capital first reported a position in Itaú Unibanco in Q2 2019 and held it in 3 quarters.
Aspire Private Capital's Itaú Unibanco position peaked at $1K in Q4 2019.
286 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2020.

Based on Aspire Private Capital's 13F filing for Q1 2020, filed 14 May 2020.