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Baker Tilly Wealth Management’s Itaú Unibanco ITUB Stock Holding History

Baker Tilly 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
2023
Q1 		– Sell
-12,289
Closed -$51.1K – 558
2022
Q4 		$51.1K Buy
+12,289
New +$55.8K 0.01% 532

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WGI
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PL
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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 $81.4B AUM 40.71% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Baker Tilly Wealth Management's ITUB Position: Q1 2023 in Review

Baker Tilly Wealth Management sold out of Itaú Unibanco (ITUB) in Q1 2023, closing a stake of 12,289 shares — an estimated $51.1K sold.

Baker Tilly Wealth Management first reported a position in ITUB in Q4 2022 and held it in 1 quarter. The position peaked at $51.1K in Q4 2022. 271 funds tracked by Wall St. Rank hold ITUB as of Q1 2023.

  • Baker Tilly Wealth Management reported no remaining Itaú Unibanco position as of Q1 2023 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 12,289 Itaú Unibanco shares in Q1 2023, an estimated $51.1K.
  • Baker Tilly Wealth Management first reported a position in Itaú Unibanco in Q4 2022 and held it in 1 quarter.
  • Baker Tilly Wealth Management's Itaú Unibanco position peaked at $51.1K in Q4 2022.
  • 271 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2023, filed 12 Apr 2023.