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Claro Advisors’s Itaú Unibanco ITUB Stock Holding History

Claro 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
2023
Q1 		– Sell
-35,043
Closed -$146K – 366
2022
Q4 		$146K Buy
35,043
+3,639
+12% +$16.5K 0.05% 303
2022
Q3 		$119K Hold
31,404
– – 0.05% 265
2022
Q2 		$119K Buy
+31,404
New +$139K 0.05% 265

Other funds holding ITUB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Schroder Investment Management Group
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
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Vanguard Group
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Claro Advisors's ITUB Position: Q1 2023 in Review

Claro Advisors sold out of Itaú Unibanco (ITUB) in Q1 2023, closing a stake of 35,043 shares — an estimated $146K sold.

Claro Advisors first reported a position in ITUB in Q2 2022 and held it in 3 quarters. The position peaked at $146K in Q4 2022. 271 funds tracked by Wall St. Rank hold ITUB as of Q1 2023.

  • Claro Advisors reported no remaining Itaú Unibanco position as of Q1 2023 after selling out during the quarter.
  • Claro Advisors sold 35,043 Itaú Unibanco shares in Q1 2023, an estimated $146K.
  • Claro Advisors first reported a position in Itaú Unibanco in Q2 2022 and held it in 3 quarters.
  • Claro Advisors's Itaú Unibanco position peaked at $146K in Q4 2022.
  • 271 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2023.

Based on Claro Advisors's 13F filing for Q1 2023, filed 17 Apr 2023.