CA Family Wealth’s Itaú Unibanco ITUB Stock Holding History

CA Family 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
2020 Q1	–	Sell	-18,015	Closed	-$120K	–	92
2019 Q4	$120K	Buy	+18,015	New	+$113K	0.08%	139

Other funds holding ITUB

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

CA Family Wealth's ITUB Position: Q1 2020 in Review

CA Family Wealth sold out of Itaú Unibanco (ITUB) in Q1 2020, closing a stake of 18,015 shares — an estimated $120K sold.

CA Family Wealth first reported a position in ITUB in Q4 2019 and held it in 1 quarter. The position peaked at $120K in Q4 2019. 286 funds tracked by Wall St. Rank hold ITUB as of Q1 2020.

CA Family Wealth reported no remaining Itaú Unibanco position as of Q1 2020 after selling out during the quarter.
CA Family Wealth sold 18,015 Itaú Unibanco shares in Q1 2020, an estimated $120K.
CA Family Wealth first reported a position in Itaú Unibanco in Q4 2019 and held it in 1 quarter.
CA Family Wealth's Itaú Unibanco position peaked at $120K in Q4 2019.
286 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.