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Cahill Financial Advisors’s Itaú Unibanco ITUB Stock Holding History

Cahill Financial Advisors’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
2021
Q4 		– Sell
-1,673
Closed -$6K – 491
2021
Q3 		$6K Buy
+1,673
New +$6.85K ﹤0.01% 638

Other funds holding ITUB

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Cahill Financial Advisors's ITUB Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Itaú Unibanco (ITUB) in Q4 2021, closing a stake of 1,673 shares — an estimated $6K sold.

Cahill Financial Advisors first reported a position in ITUB in Q3 2021 and held it in 1 quarter. The position peaked at $6K in Q3 2021. 268 funds tracked by Wall St. Rank hold ITUB as of Q4 2021.

  • Cahill Financial Advisors reported no remaining Itaú Unibanco position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 1,673 Itaú Unibanco shares in Q4 2021, an estimated $6K.
  • Cahill Financial Advisors first reported a position in Itaú Unibanco in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's Itaú Unibanco position peaked at $6K in Q3 2021.
  • 268 funds tracked by Wall St. Rank held Itaú Unibanco as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.