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CWA Asset Management Group’s Itaú Unibanco ITUB Stock Holding History

CWA Asset Management Group’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
-41,230
Closed -$149K – 281
2021
Q1 		$149K Buy
+41,230
New +$156K 0.01% 261

Other funds holding ITUB

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
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

CWA Asset Management Group's ITUB Position: Q2 2021 in Review

CWA Asset Management Group sold out of Itaú Unibanco (ITUB) in Q2 2021, closing a stake of 41,230 shares — an estimated $149K sold.

CWA Asset Management Group first reported a position in ITUB in Q1 2021 and held it in 1 quarter. The position peaked at $149K in Q1 2021. 302 funds tracked by Wall St. Rank hold ITUB as of Q2 2021.

  • CWA Asset Management Group reported no remaining Itaú Unibanco position as of Q2 2021 after selling out during the quarter.
  • CWA Asset Management Group sold 41,230 Itaú Unibanco shares in Q2 2021, an estimated $149K.
  • CWA Asset Management Group first reported a position in Itaú Unibanco in Q1 2021 and held it in 1 quarter.
  • CWA Asset Management Group's Itaú Unibanco position peaked at $149K in Q1 2021.
  • 302 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2021.

Based on CWA Asset Management Group's 13F filing for Q2 2021, filed 3 Aug 2021.