AC
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AXQ Capital’s Itaú Unibanco ITUB Stock Holding History

AXQ 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
2024
Q2 		– Sell
-66,734
Closed -$408K – 581
2024
Q1 		$408K Sell
66,734
-82,822
-55% -$498K 0.1% 353
2023
Q4 		$917K Buy
149,556
+63,221
+73% +$335K 0.24% 137
2023
Q3 		$409K Buy
86,335
+25,493
+42% +$127K 0.14% 241
2023
Q2 		$317K Buy
+60,842
New +$288K 0.39% 102

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

AXQ Capital's ITUB Position: Q2 2024 in Review

AXQ Capital sold out of Itaú Unibanco (ITUB) in Q2 2024, closing a stake of 66,734 shares — an estimated $408K sold.

AXQ Capital first reported a position in ITUB in Q2 2023 and held it in 4 quarters. The position peaked at $917K in Q4 2023. 332 funds tracked by Wall St. Rank hold ITUB as of Q2 2024.

  • AXQ Capital reported no remaining Itaú Unibanco position as of Q2 2024 after selling out during the quarter.
  • AXQ Capital sold 66,734 Itaú Unibanco shares in Q2 2024, an estimated $408K.
  • AXQ Capital first reported a position in Itaú Unibanco in Q2 2023 and held it in 4 quarters.
  • AXQ Capital's Itaú Unibanco position peaked at $917K in Q4 2023.
  • 332 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2024.

Based on AXQ Capital's 13F filing for Q2 2024, filed 13 Aug 2024.