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Daymark Wealth Partners’s Itaú Unibanco ITUB Stock Holding History

Daymark Wealth Partners’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
Q4 		– Sell
-11,613
Closed -$68.2K – 508
2024
Q3 		$68.2K Buy
+11,613
New +$65.4K ﹤0.01% 509

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Fidelity Investments
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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Arrowstreet Capital
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Daymark Wealth Partners's ITUB Position: Q4 2024 in Review

Daymark Wealth Partners sold out of Itaú Unibanco (ITUB) in Q4 2024, closing a stake of 11,613 shares — an estimated $68.2K sold.

Daymark Wealth Partners first reported a position in ITUB in Q3 2024 and held it in 1 quarter. The position peaked at $68.2K in Q3 2024. 331 funds tracked by Wall St. Rank hold ITUB as of Q4 2024.

  • Daymark Wealth Partners reported no remaining Itaú Unibanco position as of Q4 2024 after selling out during the quarter.
  • Daymark Wealth Partners sold 11,613 Itaú Unibanco shares in Q4 2024, an estimated $68.2K.
  • Daymark Wealth Partners first reported a position in Itaú Unibanco in Q3 2024 and held it in 1 quarter.
  • Daymark Wealth Partners's Itaú Unibanco position peaked at $68.2K in Q3 2024.
  • 331 funds tracked by Wall St. Rank held Itaú Unibanco as of Q4 2024.

Based on Daymark Wealth Partners's 13F filing for Q4 2024, filed 17 Jan 2025.