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BBJS Financial Advisors’s Itaú Unibanco ITUB Stock Holding History

BBJS Financial Advisors’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
Q3 		– Sell
-790
Closed -$4.07K – 152
2024
Q2 		$4.07K Buy
+790
New +$4.32K ﹤0.01% 150

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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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BBJS Financial Advisors's ITUB Position: Q3 2024 in Review

BBJS Financial Advisors sold out of Itaú Unibanco (ITUB) in Q3 2024, closing a stake of 790 shares — an estimated $4.07K sold.

BBJS Financial Advisors first reported a position in ITUB in Q2 2024 and held it in 1 quarter. The position peaked at $4.07K in Q2 2024. 346 funds tracked by Wall St. Rank hold ITUB as of Q3 2024.

  • BBJS Financial Advisors reported no remaining Itaú Unibanco position as of Q3 2024 after selling out during the quarter.
  • BBJS Financial Advisors sold 790 Itaú Unibanco shares in Q3 2024, an estimated $4.07K.
  • BBJS Financial Advisors first reported a position in Itaú Unibanco in Q2 2024 and held it in 1 quarter.
  • BBJS Financial Advisors's Itaú Unibanco position peaked at $4.07K in Q2 2024.
  • 346 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.