FGAM
ITUB icon

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
-1,864
Closed -$11.4K – 1952
2024
Q1 		$11.4K Buy
1,864
+1,267
+212% +$7.63K ﹤0.01% 688
2023
Q4 		$3.52K Buy
597
+488
+448% +$2.59K ﹤0.01% 913
2023
Q3 		$520 Buy
109
+102
+1,457% +$509 ﹤0.01% 817
2023
Q2 		$2.22K Buy
7
+1
+17% +$5 0.01% 621
2023
Q1 		$3.63K Hold
6
– – 0.11% 223
2022
Q4 		$1.13K Sell
6
-107
-95% -$486 0.01% 647
2022
Q3 		$3.99K Buy
113
+13
+13% +$55 0.13% 151
2022
Q2 		$3.39K Sell
100
-50
-33% -$222 0.11% 199
2022
Q1 		$4.14K Buy
150
+28
+23% +$118 0.12% 162
2021
Q4 		$3.94K Sell
122
-1,358
-92% -$4.89K 0.09% 230
2021
Q3 		$5K Sell
1,480
-8
-0.5% -$33 ﹤0.01% 930
2021
Q2 		$6K Sell
1,488
-128
-8% -$516 ﹤0.01% 945
2021
Q1 		$5.83K Buy
1,616
+304
+23% +$1.15K 0.12% 135
2020
Q4 		$6K Buy
+1,312
New +$4.91K 0.01% 219
2020
Q2 		– Sell
-6,316
Closed -$20.6K – 443
2020
Q1 		$20.6K Sell
6,316
-5,028
-44% -$25.8K 0.06% 124
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 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 1,864 shares — an estimated $11.4K sold.

Financial Gravity Asset Management first reported a position in ITUB in Q1 2018 and held it in 22 quarters. The position peaked at $188K in Q1 2019. 332 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 1,864 Itaú Unibanco shares in Q2 2024, an estimated $11.4K.
  • Financial Gravity Asset Management first reported a position in Itaú Unibanco in Q1 2018 and held it in 22 quarters.
  • Financial Gravity Asset Management's Itaú Unibanco position peaked at $188K in Q1 2019.
  • 332 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.