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Belpointe Asset Management’s Itaú Unibanco ITUB Stock Holding History

Belpointe 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
2024
Q1 		– Sell
-25,488
Closed -$156K – 813
2023
Q4 		$156K Buy
+25,488
New +$135K 0.01% 670

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WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 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 $81.4B AUM 40.71% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Belpointe Asset Management's ITUB Position: Q1 2024 in Review

Belpointe Asset Management sold out of Itaú Unibanco (ITUB) in Q1 2024, closing a stake of 25,488 shares — an estimated $156K sold.

Belpointe Asset Management first reported a position in ITUB in Q4 2023 and held it in 1 quarter. The position peaked at $156K in Q4 2023. 323 funds tracked by Wall St. Rank hold ITUB as of Q1 2024.

  • Belpointe Asset Management reported no remaining Itaú Unibanco position as of Q1 2024 after selling out during the quarter.
  • Belpointe Asset Management sold 25,488 Itaú Unibanco shares in Q1 2024, an estimated $156K.
  • Belpointe Asset Management first reported a position in Itaú Unibanco in Q4 2023 and held it in 1 quarter.
  • Belpointe Asset Management's Itaú Unibanco position peaked at $156K in Q4 2023.
  • 323 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2024.

Based on Belpointe Asset Management's 13F filing for Q1 2024, filed 8 May 2024.