FinTrust Capital Advisors’s Itaú Unibanco ITUB Stock Holding History

FinTrust Capital Advisors’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 Q3	$6.54K	Hold	1,114	–	–	﹤0.01%	1035
2024 Q2	$5.74K	Hold	1,114	–	–	﹤0.01%	1012
2024 Q1	$6.81K	Hold	1,114	–	–	﹤0.01%	925
2023 Q4	$6.83K	Hold	1,114	–	–	﹤0.01%	895
2023 Q3	$5.28K	Sell	1,114 -124	-10%	-$618	﹤0.01%	885
2023 Q2	$5.15K	Hold	1,238	–	–	﹤0.01%	869
2023 Q1	$5.15K	Hold	1,238	–	–	﹤0.01%	863
2022 Q4	$5.15K	Hold	1,238	–	–	﹤0.01%	861
2022 Q3	$6K	Buy	1,238 +286	+30%	+$1.22K	﹤0.01%	987
2022 Q2	$4K	Buy	+952	New	+$4.23K	﹤0.01%	1056
2022 Q1	–	Sell	-1,289	Closed	-$4K	–	1255
2021 Q4	$4K	Sell	1,289 -797	-38%	-$2.87K	﹤0.01%	1044
2021 Q3	$8K	Sell	2,086 -274	-12%	-$1.12K	﹤0.01%	958
2021 Q2	$10K	Hold	2,360	–	–	﹤0.01%	936
2021 Q1	$9K	Hold	2,360	–	–	﹤0.01%	922
2020 Q4	$10K	Hold	2,360	–	–	﹤0.01%	839
2020 Q3	$7	Hold	2,360	–	–	﹤0.01%	894
2020 Q2	$8K	Buy	2,360 +1,662	+238%	+$5.39K	﹤0.01%	764
2020 Q1	$2K	Hold	698	–	–	﹤0.01%	1005
2019 Q4	$5K	Sell	698 -5,279	-88%	-$33.1K	﹤0.01%	855
2019 Q3	$37K	Hold	5,977	–	–	0.01%	512
2019 Q2	$41K	Sell	5,977 -1,164	-16%	-$7.33K	0.02%	449
2019 Q1	$45K	Sell	7,141 -2,251	-24%	-$15.9K	0.02%	413
2018 Q4	$62K	Buy	+9,392	New	+$60.3K	0.03%	339

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

FinTrust Capital Advisors's ITUB Position: Q3 2024 in Review

FinTrust Capital Advisors held its Itaú Unibanco (ITUB) position steady in Q3 2024 at 1,114 shares worth $6.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1035.

FinTrust Capital Advisors first reported a position in ITUB in Q4 2018 and has held it in 23 quarters since. The position peaked at $62K in Q4 2018. 346 funds tracked by Wall St. Rank hold ITUB as of Q3 2024.

FinTrust Capital Advisors held 1,114 shares of Itaú Unibanco worth $6.54K as of Q3 2024.
FinTrust Capital Advisors left its Itaú Unibanco share count unchanged in Q3 2024.
Itaú Unibanco made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #1035 holding.
FinTrust Capital Advisors first reported a position in Itaú Unibanco in Q4 2018 and has held it in 23 quarters since.
FinTrust Capital Advisors's Itaú Unibanco position peaked at $62K in Q4 2018.
346 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.