Beacon Investment Advisory Services’s Itaú Unibanco ITUB Stock Holding History

Beacon Investment Advisory Services’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
2021 Q2	–	Sell	-21,798	Closed	-$79K	–	305
2021 Q1	$79K	Sell	21,798 -8,154	-27%	-$30.8K	﹤0.01%	294
2020 Q4	$133K	Hold	29,952	–	–	0.01%	274
2020 Q3	$87K	Hold	29,952	–	–	﹤0.01%	250
2020 Q2	$102K	Buy	+29,952	New	+$97.1K	0.01%	239

Other funds holding ITUB

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Beacon Investment Advisory Services's ITUB Position: Q2 2021 in Review

Beacon Investment Advisory Services sold out of Itaú Unibanco (ITUB) in Q2 2021, closing a stake of 21,798 shares — an estimated $79K sold.

Beacon Investment Advisory Services first reported a position in ITUB in Q2 2020 and held it in 4 quarters. The position peaked at $133K in Q4 2020. 302 funds tracked by Wall St. Rank hold ITUB as of Q2 2021.

Beacon Investment Advisory Services reported no remaining Itaú Unibanco position as of Q2 2021 after selling out during the quarter.
Beacon Investment Advisory Services sold 21,798 Itaú Unibanco shares in Q2 2021, an estimated $79K.
Beacon Investment Advisory Services first reported a position in Itaú Unibanco in Q2 2020 and held it in 4 quarters.
Beacon Investment Advisory Services's Itaú Unibanco position peaked at $133K in Q4 2020.
302 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2021.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2021, filed 2 Aug 2021.