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Bogart Wealth LLC’s Itaú Unibanco ITUB Stock Holding History

Bogart Wealth LLC’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
2025
Q1 		– Sell
-263
Closed -$1.15K – 1471
2024
Q4 		$1.15K Buy
+263
New +$1.35K ﹤0.01% 1185

Other funds holding ITUB

GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bogart Wealth LLC's ITUB Position: Q1 2025 in Review

Bogart Wealth LLC sold out of Itaú Unibanco (ITUB) in Q1 2025, closing a stake of 263 shares — an estimated $1.15K sold.

Bogart Wealth LLC first reported a position in ITUB in Q4 2024 and held it in 1 quarter. The position peaked at $1.15K in Q4 2024. 315 funds tracked by Wall St. Rank hold ITUB as of Q1 2025.

  • Bogart Wealth LLC reported no remaining Itaú Unibanco position as of Q1 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 263 Itaú Unibanco shares in Q1 2025, an estimated $1.15K.
  • Bogart Wealth LLC first reported a position in Itaú Unibanco in Q4 2024 and held it in 1 quarter.
  • Bogart Wealth LLC's Itaú Unibanco position peaked at $1.15K in Q4 2024.
  • 315 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2025.

Based on Bogart Wealth LLC's 13F filing for Q1 2025, filed 2 May 2025.