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Beverly Hills Private Wealth’s Itaú Unibanco ITUB Stock Holding History

Beverly Hills Private Wealth’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
2023
Q1 		– Sell
-28,032
Closed -$117K – 287
2022
Q4 		$117K Buy
+28,032
New +$127K 0.05% 225

Other funds holding ITUB

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Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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 $4.31B AUM 46.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Beverly Hills Private Wealth's ITUB Position: Q1 2023 in Review

Beverly Hills Private Wealth sold out of Itaú Unibanco (ITUB) in Q1 2023, closing a stake of 28,032 shares — an estimated $117K sold.

Beverly Hills Private Wealth first reported a position in ITUB in Q4 2022 and held it in 1 quarter. The position peaked at $117K in Q4 2022. 271 funds tracked by Wall St. Rank hold ITUB as of Q1 2023.

  • Beverly Hills Private Wealth reported no remaining Itaú Unibanco position as of Q1 2023 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 28,032 Itaú Unibanco shares in Q1 2023, an estimated $117K.
  • Beverly Hills Private Wealth first reported a position in Itaú Unibanco in Q4 2022 and held it in 1 quarter.
  • Beverly Hills Private Wealth's Itaú Unibanco position peaked at $117K in Q4 2022.
  • 271 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2023.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2023, filed 4 May 2023.