FWM
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Fairhaven Wealth Management’s Itaú Unibanco ITUB Stock Holding History

Fairhaven Wealth Management’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
Q1 		– Sell
-15,039
Closed -$67K – 119
2020
Q4 		$67K Buy
+15,039
New +$56.3K 0.03% 117

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
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fairhaven Wealth Management's ITUB Position: Q1 2021 in Review

Fairhaven Wealth Management sold out of Itaú Unibanco (ITUB) in Q1 2021, closing a stake of 15,039 shares — an estimated $67K sold.

Fairhaven Wealth Management first reported a position in ITUB in Q4 2020 and held it in 1 quarter. The position peaked at $67K in Q4 2020. 301 funds tracked by Wall St. Rank hold ITUB as of Q1 2021.

  • Fairhaven Wealth Management reported no remaining Itaú Unibanco position as of Q1 2021 after selling out during the quarter.
  • Fairhaven Wealth Management sold 15,039 Itaú Unibanco shares in Q1 2021, an estimated $67K.
  • Fairhaven Wealth Management first reported a position in Itaú Unibanco in Q4 2020 and held it in 1 quarter.
  • Fairhaven Wealth Management's Itaú Unibanco position peaked at $67K in Q4 2020.
  • 301 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2021.

Based on Fairhaven Wealth Management's 13F filing for Q1 2021, filed 13 May 2021.