Dixon Hughes Goodman Wealth Advisors’s Itaú Unibanco ITUB Stock Holding History

Dixon Hughes Goodman Wealth 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
2022 Q1	$2K	Sell	347 -344	-50%	-$1.45K	﹤0.01%	715
2021 Q4	$2K	Buy	+691	New	+$2.49K	﹤0.01%	678

Other funds holding ITUB

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's ITUB Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors reduced its Itaú Unibanco (ITUB) stake by 50% in Q1 2022, selling an estimated $1.45K and leaving 347 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

Dixon Hughes Goodman Wealth Advisors first reported a position in ITUB in Q4 2021 and has held it in 2 quarters since. 277 funds tracked by Wall St. Rank hold ITUB as of Q1 2022.

Dixon Hughes Goodman Wealth Advisors held 347 shares of Itaú Unibanco worth $2K as of Q1 2022.
Dixon Hughes Goodman Wealth Advisors sold 344 Itaú Unibanco shares in Q1 2022, an estimated $1.45K.
Itaú Unibanco made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #715 holding.
Dixon Hughes Goodman Wealth Advisors first reported a position in Itaú Unibanco in Q4 2021 and has held it in 2 quarters since.
277 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.