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Evolution Wealth Advisors’s Itaú Unibanco ITUB Stock Holding History

Evolution 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
2021
Q4 		– Sell
-5,497
Closed -$21K – 387
2021
Q3 		$21K Hold
5,497
– – ﹤0.01% 308
2021
Q2 		$24K Hold
5,497
– – ﹤0.01% 285
2021
Q1 		$20K Hold
5,497
– – ﹤0.01% 295
2020
Q4 		$24K Sell
5,497
-2,749
-33% -$10.3K 0.01% 244
2020
Q3 		$24K Hold
8,246
– – 0.01% 255
2020
Q2 		$28K Buy
+8,246
New +$26.7K 0.01% 181

Other funds holding ITUB

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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

Evolution Wealth Advisors's ITUB Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Itaú Unibanco (ITUB) in Q4 2021, closing a stake of 5,497 shares — an estimated $21K sold.

Evolution Wealth Advisors first reported a position in ITUB in Q2 2020 and held it in 6 quarters. The position peaked at $28K in Q2 2020. 268 funds tracked by Wall St. Rank hold ITUB as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Itaú Unibanco position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 5,497 Itaú Unibanco shares in Q4 2021, an estimated $21K.
  • Evolution Wealth Advisors first reported a position in Itaú Unibanco in Q2 2020 and held it in 6 quarters.
  • Evolution Wealth Advisors's Itaú Unibanco position peaked at $28K in Q2 2020.
  • 268 funds tracked by Wall St. Rank held Itaú Unibanco as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.