AWM
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Avior Wealth Management’s Itaú Unibanco ITUB Stock Holding History

Avior 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
2025
Q1 		– Sell
-3,719
Closed -$16.3K – 1538
2024
Q4 		$16.3K Buy
3,719
+481
+15% +$2.48K ﹤0.01% 1463
2024
Q3 		$19K Hold
3,238
– – ﹤0.01% 1385
2024
Q2 		$16.7K Sell
3,238
-593
-15% -$3.25K ﹤0.01% 1381
2024
Q1 		$23.4K Buy
+3,831
New +$23.1K ﹤0.01% 1534

Other funds holding ITUB

GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Avior Wealth Management's ITUB Position: Q1 2025 in Review

Avior Wealth Management sold out of Itaú Unibanco (ITUB) in Q1 2025, closing a stake of 3,719 shares — an estimated $16.3K sold.

Avior Wealth Management first reported a position in ITUB in Q1 2024 and held it in 4 quarters. The position peaked at $23.4K in Q1 2024. 315 funds tracked by Wall St. Rank hold ITUB as of Q1 2025.

  • Avior Wealth Management reported no remaining Itaú Unibanco position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 3,719 Itaú Unibanco shares in Q1 2025, an estimated $16.3K.
  • Avior Wealth Management first reported a position in Itaú Unibanco in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Itaú Unibanco position peaked at $23.4K in Q1 2024.
  • 315 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.