Bellevue Asset Management’s Itaú Unibanco ITUB Stock Holding History

Bellevue Asset 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
2021 Q2	–	Sell	-651	Closed	-$2K	–	622
2021 Q1	$2K	Hold	651	–	–	﹤0.01%	574
2020 Q4	$3K	Hold	651	–	–	﹤0.01%	522
2020 Q3	$2K	Hold	651	–	–	﹤0.01%	551
2020 Q2	$2K	Hold	651	–	–	﹤0.01%	545
2020 Q1	$2K	Buy	+651	New	+$3.34K	﹤0.01%	510

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

Bellevue Asset Management's ITUB Position: Q2 2021 in Review

Bellevue Asset Management sold out of Itaú Unibanco (ITUB) in Q2 2021, closing a stake of 651 shares — an estimated $2K sold.

Bellevue Asset Management first reported a position in ITUB in Q1 2020 and held it in 5 quarters. The position peaked at $3K in Q4 2020. 302 funds tracked by Wall St. Rank hold ITUB as of Q2 2021.

Bellevue Asset Management reported no remaining Itaú Unibanco position as of Q2 2021 after selling out during the quarter.
Bellevue Asset Management sold 651 Itaú Unibanco shares in Q2 2021, an estimated $2K.
Bellevue Asset Management first reported a position in Itaú Unibanco in Q1 2020 and held it in 5 quarters.
Bellevue Asset Management's Itaú Unibanco position peaked at $3K in Q4 2020.
302 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2021.

Based on Bellevue Asset Management's 13F filing for Q2 2021, filed 9 Aug 2021.