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Brandywine Oak Private Wealth’s Itaú Unibanco ITUB Stock Holding History

Brandywine Oak 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
2019
Q1 		– Sell
-441
Closed -$2K – 414
2018
Q4 		$2K Buy
+441
New +$2.83K ﹤0.01% 658

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Brandywine Oak Private Wealth's ITUB Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Itaú Unibanco (ITUB) in Q1 2019, closing a stake of 441 shares — an estimated $2K sold.

Brandywine Oak Private Wealth first reported a position in ITUB in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 343 funds tracked by Wall St. Rank hold ITUB as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining Itaú Unibanco position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 441 Itaú Unibanco shares in Q1 2019, an estimated $2K.
  • Brandywine Oak Private Wealth first reported a position in Itaú Unibanco in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Itaú Unibanco position peaked at $2K in Q4 2018.
  • 343 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.