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Atticus Wealth Management’s Itaú Unibanco ITUB Stock Holding History

Atticus 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
2022
Q4 		– Sell
-290
Closed -$1K – 588
2022
Q3 		$1K Hold
290
– – ﹤0.01% 541
2022
Q2 		$1K Buy
+290
New +$1.29K ﹤0.01% 575

Other funds holding ITUB

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PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Atticus Wealth Management's ITUB Position: Q4 2022 in Review

Atticus Wealth Management sold out of Itaú Unibanco (ITUB) in Q4 2022, closing a stake of 290 shares — an estimated $1K sold.

Atticus Wealth Management first reported a position in ITUB in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 288 funds tracked by Wall St. Rank hold ITUB as of Q4 2022.

  • Atticus Wealth Management reported no remaining Itaú Unibanco position as of Q4 2022 after selling out during the quarter.
  • Atticus Wealth Management sold 290 Itaú Unibanco shares in Q4 2022, an estimated $1K.
  • Atticus Wealth Management first reported a position in Itaú Unibanco in Q2 2022 and held it in 2 quarters.
  • Atticus Wealth Management's Itaú Unibanco position peaked at $1K in Q3 2022.
  • 288 funds tracked by Wall St. Rank held Itaú Unibanco as of Q4 2022.

Based on Atticus Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.