FGC
ITUB icon

Financial Gravity Companies’s Itaú Unibanco ITUB Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$206K Buy
+26,821
New +$172K 0.19% 123
2018
Q1 		$1K Sell
214
-378
-64% -$2.83K ﹤0.01% 1165
2017
Q4 		$5K Buy
+592
New +$3.78K 0.01% 718

Other funds holding ITUB

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

Financial Gravity Companies's ITUB Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Itaú Unibanco (ITUB) in Q4 2018: 26,821 shares worth $206K. The stake represents 0.19% of the portfolio and ranks #123 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in ITUB as recently as Q1 2018.

Financial Gravity Companies first reported a position in ITUB in Q4 2017 and has held it in 3 quarters since. 335 funds tracked by Wall St. Rank hold ITUB as of Q4 2018.

  • Financial Gravity Companies held 26,821 shares of Itaú Unibanco worth $206K as of Q4 2018.
  • Itaú Unibanco was a new Financial Gravity Companies position in Q4 2018.
  • Itaú Unibanco made up 0.19% of Financial Gravity Companies's portfolio in Q4 2018, its #123 holding.
  • Financial Gravity Companies first reported a position in Itaú Unibanco in Q4 2017 and has held it in 3 quarters since.
  • 335 funds tracked by Wall St. Rank held Itaú Unibanco as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.