Financial Connections Group’s Itaú Unibanco ITUB Stock Holding History

Financial Connections Group’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	-467	Closed	-$2K	–	259
2023 Q1	$2K	Hold	467	–	–	﹤0.01%	224
2022 Q4	$1K	Hold	467	–	–	﹤0.01%	220
2022 Q3	$2K	Hold	467	–	–	﹤0.01%	200
2022 Q2	$1K	Hold	467	–	–	﹤0.01%	270
2022 Q1	$2K	Hold	467	–	–	﹤0.01%	258
2021 Q4	$1K	Buy	+467	New	+$1.68K	﹤0.01%	283

Other funds holding ITUB

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

WGI

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

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

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

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

Financial Connections Group's ITUB Position: Q2 2023 in Review

Financial Connections Group sold out of Itaú Unibanco (ITUB) in Q2 2023, closing a stake of 467 shares — an estimated $2K sold.

Financial Connections Group first reported a position in ITUB in Q4 2021 and held it in 6 quarters. The position peaked at $2K in Q1 2023. 287 funds tracked by Wall St. Rank hold ITUB as of Q2 2023.

Financial Connections Group reported no remaining Itaú Unibanco position as of Q2 2023 after selling out during the quarter.
Financial Connections Group sold 467 Itaú Unibanco shares in Q2 2023, an estimated $2K.
Financial Connections Group first reported a position in Itaú Unibanco in Q4 2021 and held it in 6 quarters.
Financial Connections Group's Itaú Unibanco position peaked at $2K in Q1 2023.
287 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2023.

Based on Financial Connections Group's 13F filing for Q2 2023, filed 14 Jul 2023.