Calamos Wealth Management’s Itaú Unibanco ITUB Stock Holding History

Calamos Wealth Management’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
2024 Q2	–	Sell	-13,794	Closed	-$84.4K	–	322
2024 Q1	$84.4K	Buy	13,794 +683	+5%	+$4.11K	﹤0.01%	313
2023 Q4	$80.4K	Buy	13,111 +323	+3%	+$1.71K	0.01%	310
2023 Q3	$60.6K	Sell	12,788 -1,222	-9%	-$6.09K	﹤0.01%	322
2023 Q2	$73K	Sell	14,010 -909	-6%	-$4.3K	0.01%	311
2023 Q1	$64.1K	Buy	14,919 +256	+2%	+$1.08K	0.01%	310
2022 Q4	$61K	Buy	14,663 +622	+4%	+$2.83K	﹤0.01%	320
2022 Q3	$64K	Sell	14,041 -6,811	-33%	-$29K	0.01%	315
2022 Q2	$79K	Buy	20,852 +2,651	+15%	+$11.8K	0.01%	316
2022 Q1	$92K	Buy	+18,201	New	+$76.7K	0.01%	330

Other funds holding ITUB

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Calamos Wealth Management's ITUB Position: Q2 2024 in Review

Calamos Wealth Management sold out of Itaú Unibanco (ITUB) in Q2 2024, closing a stake of 13,794 shares — an estimated $84.4K sold.

Calamos Wealth Management first reported a position in ITUB in Q1 2022 and held it in 9 quarters. The position peaked at $92K in Q1 2022. 332 funds tracked by Wall St. Rank hold ITUB as of Q2 2024.

Calamos Wealth Management reported no remaining Itaú Unibanco position as of Q2 2024 after selling out during the quarter.
Calamos Wealth Management sold 13,794 Itaú Unibanco shares in Q2 2024, an estimated $84.4K.
Calamos Wealth Management first reported a position in Itaú Unibanco in Q1 2022 and held it in 9 quarters.
Calamos Wealth Management's Itaú Unibanco position peaked at $92K in Q1 2022.
332 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2024.

Based on Calamos Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.