BFEC
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Benjamin F. Edwards & Company’s Itaú Unibanco ITUB Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$19K Buy
3,707
+64
+2% +$350 ﹤0.01% 1562
2024
Q1 		$22K Sell
3,643
-116
-3% -$698 ﹤0.01% 1504
2023
Q4 		$23K Buy
+3,759
New +$19.9K ﹤0.01% 1458
2019
Q3 		– Sell
-92
Closed -$1K – 1899
2019
Q2 		$1K Buy
+92
New +$579 ﹤0.01% 1857

Other funds holding ITUB

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

Benjamin F. Edwards & Company's ITUB Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Itaú Unibanco (ITUB) stake by 1.8% in Q2 2024, buying an estimated $350 and bringing the position to 3,707 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #1562.

Benjamin F. Edwards & Company first reported a position in ITUB in Q2 2019 and has held it in 4 quarters since. The position peaked at $23K in Q4 2023. 333 funds tracked by Wall St. Rank hold ITUB as of Q2 2024.

  • Benjamin F. Edwards & Company held 3,707 shares of Itaú Unibanco worth $19K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 64 Itaú Unibanco shares in Q2 2024, an estimated $350.
  • Itaú Unibanco made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1562 holding.
  • Benjamin F. Edwards & Company first reported a position in Itaú Unibanco in Q2 2019 and has held it in 4 quarters since.
  • Benjamin F. Edwards & Company's Itaú Unibanco position peaked at $23K in Q4 2023.
  • 333 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.