Financial Gravity Asset Management’s Itaú Unibanco ITUB Stock Holding History

Financial Gravity Asset 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
2024 Q2	–	Sell	-377	Closed	-$2.31K	–	1622
2024 Q1	$2.31K	Sell	377 -111	-23%	-$668	﹤0.01%	665
2023 Q4	$3K	Buy	+488	New	+$2.59K	﹤0.01%	671
2021 Q3	$5K	Sell	1,480 -8	-0.5%	-$33	﹤0.01%	930
2021 Q2	$6K	Buy	+1,488	New	+$6K	﹤0.01%	945
2020 Q4	$6K	Buy	+1,312	New	+$4.91K	0.01%	219
2019 Q4	$9K	Sell	11,344 -6,561	-37%	-$41.1K	0.01%	1206
2019 Q3	$110K	Sell	17,905 -5,250	-23%	-$34.1K	0.09%	193
2019 Q2	$159K	Sell	23,155 -6,115	-21%	-$38.5K	0.13%	174
2019 Q1	$188K	Buy	+29,270	New	+$207K	0.15%	143
2018 Q3	$168K	Buy	26,771 +2,899	+12%	+$15.6K	0.18%	149
2018 Q2	$130K	Buy	23,872 +23,658	+11,055%	+$147K	0.12%	172
2018 Q1	$1K	Buy	+214	New	+$1.6K	﹤0.01%	1165

Other funds holding ITUB

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 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 $5.27B AUM 41.17% 1-Year Est. Return

Financial Gravity Asset Management's ITUB Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Itaú Unibanco (ITUB) in Q2 2024, closing a stake of 377 shares — an estimated $2.31K sold.

Financial Gravity Asset Management first reported a position in ITUB in Q1 2018 and held it in 12 quarters. The position peaked at $188K in Q1 2019. 333 funds tracked by Wall St. Rank hold ITUB as of Q2 2024.

Financial Gravity Asset Management reported no remaining Itaú Unibanco position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 377 Itaú Unibanco shares in Q2 2024, an estimated $2.31K.
Financial Gravity Asset Management first reported a position in Itaú Unibanco in Q1 2018 and held it in 12 quarters.
Financial Gravity Asset Management's Itaú Unibanco position peaked at $188K in Q1 2019.
333 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.