CWM
ITUB icon

Cranbrook Wealth Management’s Itaú Unibanco ITUB Stock Holding History

Cranbrook 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
2021
Q2 		– Sell
-503
Closed -$2K – 368
2021
Q1 		$2K Buy
+503
New +$1.9K ﹤0.01% 360

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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Baillie Gifford & Co
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Cranbrook Wealth Management's ITUB Position: Q2 2021 in Review

Cranbrook Wealth Management sold out of Itaú Unibanco (ITUB) in Q2 2021, closing a stake of 503 shares — an estimated $2K sold.

Cranbrook Wealth Management first reported a position in ITUB in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 302 funds tracked by Wall St. Rank hold ITUB as of Q2 2021.

  • Cranbrook Wealth Management reported no remaining Itaú Unibanco position as of Q2 2021 after selling out during the quarter.
  • Cranbrook Wealth Management sold 503 Itaú Unibanco shares in Q2 2021, an estimated $2K.
  • Cranbrook Wealth Management first reported a position in Itaú Unibanco in Q1 2021 and held it in 1 quarter.
  • Cranbrook Wealth Management's Itaú Unibanco position peaked at $2K in Q1 2021.
  • 302 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2021.

Based on Cranbrook Wealth Management's 13F filing for Q2 2021, filed 12 Aug 2021.