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Atomi Financial Group’s Itaú Unibanco ITUB Stock Holding History

Atomi Financial Group’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
2024
Q2 		– Sell
-63,387
Closed -$388K – 820
2024
Q1 		$388K Buy
+63,387
New +$382K 0.04% 433

Other funds holding ITUB

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
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

Atomi Financial Group's ITUB Position: Q2 2024 in Review

Atomi Financial Group sold out of Itaú Unibanco (ITUB) in Q2 2024, closing a stake of 63,387 shares — an estimated $388K sold.

Atomi Financial Group first reported a position in ITUB in Q1 2024 and held it in 1 quarter. The position peaked at $388K in Q1 2024. 332 funds tracked by Wall St. Rank hold ITUB as of Q2 2024.

  • Atomi Financial Group reported no remaining Itaú Unibanco position as of Q2 2024 after selling out during the quarter.
  • Atomi Financial Group sold 63,387 Itaú Unibanco shares in Q2 2024, an estimated $388K.
  • Atomi Financial Group first reported a position in Itaú Unibanco in Q1 2024 and held it in 1 quarter.
  • Atomi Financial Group's Itaú Unibanco position peaked at $388K in Q1 2024.
  • 332 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2024.

Based on Atomi Financial Group's 13F filing for Q2 2024, filed 26 Jul 2024.