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Credential Qtrade Securities’s Itaú Unibanco ITUB Stock Holding History

Credential Qtrade Securities’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
Q1 		$73.7K Sell
12,042
-773
-6% -$4.65K ﹤0.01% 264
2023
Q4 		$78.6K Sell
12,815
-1,908
-13% -$10.1K ﹤0.01% 244
2023
Q3 		$69.8K Sell
14,723
-901
-6% -$4.49K ﹤0.01% 237
2023
Q2 		$81.4K Sell
15,624
-504
-3% -$2.38K 0.01% 244
2023
Q1 		$69.3K Buy
+16,128
New +$68.4K ﹤0.01% 251

Other funds holding ITUB

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Credential Qtrade Securities's ITUB Position: Q1 2024 in Review

Credential Qtrade Securities reduced its Itaú Unibanco (ITUB) stake by 6% in Q1 2024, selling an estimated $4.65K and leaving 12,042 shares worth $73.7K. The position accounts for ﹤0.01% of the portfolio, ranked #264.

Credential Qtrade Securities first reported a position in ITUB in Q1 2023 and has held it in 5 quarters since. The position peaked at $81.4K in Q2 2023. 324 funds tracked by Wall St. Rank hold ITUB as of Q1 2024.

  • Credential Qtrade Securities held 12,042 shares of Itaú Unibanco worth $73.7K as of Q1 2024.
  • Credential Qtrade Securities sold 773 Itaú Unibanco shares in Q1 2024, an estimated $4.65K.
  • Itaú Unibanco made up ﹤0.01% of Credential Qtrade Securities's portfolio in Q1 2024, its #264 holding.
  • Credential Qtrade Securities first reported a position in Itaú Unibanco in Q1 2023 and has held it in 5 quarters since.
  • Credential Qtrade Securities's Itaú Unibanco position peaked at $81.4K in Q2 2023.
  • 324 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.