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Avestar Capital’s Itaú Unibanco ITUB Stock Holding History

Avestar 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
2022
Q1 		– Sell
-33,913
Closed -$112K – 433
2021
Q4 		$112K Sell
33,913
-10,351
-23% -$37.3K 0.01% 421
2021
Q3 		$170K Buy
44,264
+931
+2% +$3.81K 0.02% 438
2021
Q2 		$189K Buy
43,333
+5,061
+13% +$20.4K 0.03% 427
2021
Q1 		$145K Buy
38,272
+2,854
+8% +$10.8K 0.03% 311
2020
Q4 		$157K Buy
35,418
+5,968
+20% +$22.3K 0.04% 264
2020
Q3 		$97K Buy
29,450
+6,600
+29% +$22.4K 0.03% 220
2020
Q2 		$78K Buy
+22,850
New +$74.1K 0.03% 180
2019
Q3 		– Sell
-12,636
Closed -$74K – 506
2019
Q2 		$74K Buy
12,636
+218
+2% +$1.37K 0.05% 243
2019
Q1 		$67K Sell
12,418
-7,174
-37% -$50.8K 0.04% 249
2018
Q4 		$109K Sell
19,592
-2,880
-13% -$18.5K 0.07% 169
2018
Q3 		$101K Buy
22,472
+3,286
+17% +$17.7K 0.06% 195
2018
Q2 		$79K Buy
19,186
+1,274
+7% +$7.92K 0.05% 231
2018
Q1 		$121K Buy
17,912
+2,832
+19% +$21.2K 0.08% 148
2017
Q4 		$80K Buy
+15,080
New +$96.3K 0.06% 183

Other funds holding ITUB

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Avestar Capital's ITUB Position: Q1 2022 in Review

Avestar Capital sold out of Itaú Unibanco (ITUB) in Q1 2022, closing a stake of 33,913 shares — an estimated $112K sold.

Avestar Capital first reported a position in ITUB in Q4 2017 and held it in 14 quarters. The position peaked at $189K in Q2 2021. 277 funds tracked by Wall St. Rank hold ITUB as of Q1 2022.

  • Avestar Capital reported no remaining Itaú Unibanco position as of Q1 2022 after selling out during the quarter.
  • Avestar Capital sold 33,913 Itaú Unibanco shares in Q1 2022, an estimated $112K.
  • Avestar Capital first reported a position in Itaú Unibanco in Q4 2017 and held it in 14 quarters.
  • Avestar Capital's Itaú Unibanco position peaked at $189K in Q2 2021.
  • 277 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2022.

Based on Avestar Capital's 13F filing for Q1 2022, filed 26 Apr 2022.