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BSW Wealth Partners’s Itaú Unibanco ITUB Stock Holding History

BSW Wealth Partners’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
2022
Q2 		– Sell
-14,119
Closed -$71K – 294
2022
Q1 		$71K Buy
14,119
+462
+3% +$1.95K 0.02% 292
2021
Q4 		$45K Buy
+13,657
New +$49.2K 0.01% 259

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Bank of America
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BlackRock
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BSW Wealth Partners's ITUB Position: Q2 2022 in Review

BSW Wealth Partners sold out of Itaú Unibanco (ITUB) in Q2 2022, closing a stake of 14,119 shares — an estimated $71K sold.

BSW Wealth Partners first reported a position in ITUB in Q4 2021 and held it in 2 quarters. The position peaked at $71K in Q1 2022. 273 funds tracked by Wall St. Rank hold ITUB as of Q2 2022.

  • BSW Wealth Partners reported no remaining Itaú Unibanco position as of Q2 2022 after selling out during the quarter.
  • BSW Wealth Partners sold 14,119 Itaú Unibanco shares in Q2 2022, an estimated $71K.
  • BSW Wealth Partners first reported a position in Itaú Unibanco in Q4 2021 and held it in 2 quarters.
  • BSW Wealth Partners's Itaú Unibanco position peaked at $71K in Q1 2022.
  • 273 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2022.

Based on BSW Wealth Partners's 13F filing for Q2 2022, filed 15 Aug 2022.