Fiera Capital (Canada)
ITUB icon

Fiera Capital (Canada)’s Itaú Unibanco ITUB Stock Holding History

Fiera Capital (Canada)’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
2023
Q2 		– Sell
-221,712
Closed -$953K – 514
2023
Q1 		$953K Buy
+221,712
New +$940K ﹤0.01% 364
2021
Q3 		– Sell
-318,211
Closed -$1.39M – 590
2021
Q2 		$1.39M Hold
318,211
– – ﹤0.01% 359
2021
Q1 		$1.15M Buy
318,211
+123,690
+64% +$467K ﹤0.01% 379
2020
Q4 		$862K Buy
194,521
+1,852
+1% +$6.93K ﹤0.01% 460
2020
Q3 		$558K Sell
192,669
-100,463
-34% -$341K ﹤0.01% 461
2020
Q2 		$1M Sell
293,132
-1,373
-0.5% -$4.45K ﹤0.01% 410
2020
Q1 		$962K Sell
294,505
-1,411,738
-83% -$7.24M ﹤0.01% 411
2019
Q4 		$11.4M Buy
1,706,243
+35,629
+2% +$223K 0.04% 194
2019
Q3 		$10.2M Sell
1,670,614
-909,910
-35% -$5.91M 0.04% 201
2019
Q2 		$17.7M Sell
2,580,524
-67,306
-3% -$424K 0.07% 178
2019
Q1 		$17M Sell
2,647,830
-655,750
-20% -$4.64M 0.07% 182
2018
Q4 		$22M Sell
3,303,580
-17,536
-0.5% -$113K 0.1% 160
2018
Q3 		$17.7M Buy
3,321,116
+3,286,104
+9,386% +$17.7M 0.07% 193
2018
Q2 		$176K Sell
35,012
-3,329,267
-99% -$20.7M ﹤0.01% 663
2018
Q1 		$25.5M Sell
3,364,279
-1,059,354
-24% -$7.93M 0.12% 146
2017
Q4 		$27.9M Buy
4,423,633
+173,889
+4% +$1.11M 0.13% 147
2017
Q3 		$28.2M Sell
4,249,744
-330,526
-7% -$2.02M 0.13% 151
2017
Q2 		$24.6M Buy
4,580,270
+4,542,167
+11,921% +$25.5M 0.12% 158
2017
Q1 		$223K Buy
+38,103
New +$226K ﹤0.01% 596
2016
Q1 		– Sell
-1,838,378
Closed -$5.28M – 591
2015
Q4 		$5.28M Buy
1,838,378
+556,729
+43% +$1.77M 0.04% 195
2015
Q3 		$3.74M Buy
1,281,649
+17,234
+1% +$61.2K 0.03% 219
2015
Q2 		$5.05K Buy
1,264,415
+44,400
+4% +$209K 0.03% 206
2015
Q1 		$5.41M Buy
+1,220,015
New +$5.96M 0.04% 213

Other funds holding ITUB

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WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fiera Capital (Canada)'s ITUB Position: Q2 2023 in Review

Fiera Capital (Canada) sold out of Itaú Unibanco (ITUB) in Q2 2023, closing a stake of 221,712 shares — an estimated $953K sold.

Fiera Capital (Canada) first reported a position in ITUB in Q1 2015 and held it in 23 quarters. The position peaked at $28.2M in Q3 2017. 287 funds tracked by Wall St. Rank hold ITUB as of Q2 2023.

  • Fiera Capital (Canada) reported no remaining Itaú Unibanco position as of Q2 2023 after selling out during the quarter.
  • Fiera Capital (Canada) sold 221,712 Itaú Unibanco shares in Q2 2023, an estimated $953K.
  • Fiera Capital (Canada) first reported a position in Itaú Unibanco in Q1 2015 and held it in 23 quarters.
  • Fiera Capital (Canada)'s Itaú Unibanco position peaked at $28.2M in Q3 2017.
  • 287 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2023.

Based on Fiera Capital (Canada)'s 13F filing for Q2 2023, filed 9 Aug 2023.