Castle Financial & Retirement Planning Associates’s Itaú Unibanco ITUB Stock Holding History

Castle Financial & Retirement Planning Associates’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	$3K	Buy	+796	New	+$2.87K	0.01%	150

Other funds holding ITUB

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

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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's ITUB Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Itaú Unibanco (ITUB) in Q4 2021: 796 shares worth $3K. The stake represents 0.01% of the portfolio and ranks #150 among its holdings.

269 funds tracked by Wall St. Rank hold ITUB as of Q4 2021.

Castle Financial & Retirement Planning Associates held 796 shares of Itaú Unibanco worth $3K as of Q4 2021.
Itaú Unibanco was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Itaú Unibanco made up 0.01% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #150 holding.
269 funds tracked by Wall St. Rank held Itaú Unibanco as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.