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Bellwether Advisors’s Itaú Unibanco ITUB Stock Holding History

Bellwether 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
2022
Q1 		– Sell
-667
Closed -$2K – 582
2021
Q4 		$2K Sell
667
-142
-18% -$511 ﹤0.01% 508
2021
Q3 		$3K Buy
+809
New +$3.31K ﹤0.01% 432

Other funds holding ITUB

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Bellwether Advisors's ITUB Position: Q1 2022 in Review

Bellwether Advisors sold out of Itaú Unibanco (ITUB) in Q1 2022, closing a stake of 667 shares — an estimated $2K sold.

Bellwether Advisors first reported a position in ITUB in Q3 2021 and held it in 2 quarters. The position peaked at $3K in Q3 2021. 277 funds tracked by Wall St. Rank hold ITUB as of Q1 2022.

  • Bellwether Advisors reported no remaining Itaú Unibanco position as of Q1 2022 after selling out during the quarter.
  • Bellwether Advisors sold 667 Itaú Unibanco shares in Q1 2022, an estimated $2K.
  • Bellwether Advisors first reported a position in Itaú Unibanco in Q3 2021 and held it in 2 quarters.
  • Bellwether Advisors's Itaú Unibanco position peaked at $3K in Q3 2021.
  • 277 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2022.

Based on Bellwether Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.