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Fortis Advisors’s Itaú Unibanco ITUB Stock Holding History

Fortis 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
2022
Q3 		– Sell
-1,700
Closed -$6K – 261
2022
Q2 		$6K Hold
1,700
– – ﹤0.01% 232
2022
Q1 		$9K Buy
+1,700
New +$7.16K ﹤0.01% 237
2019
Q2 		– Sell
-7,240
Closed -$46K – 337
2019
Q1 		$46K Hold
7,240
– – 0.02% 226
2018
Q4 		$48K Buy
+7,240
New +$46.5K 0.03% 216

Other funds holding ITUB

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Fortis Advisors's ITUB Position: Q3 2022 in Review

Fortis Advisors sold out of Itaú Unibanco (ITUB) in Q3 2022, closing a stake of 1,700 shares — an estimated $6K sold.

Fortis Advisors first reported a position in ITUB in Q4 2018 and held it in 4 quarters. The position peaked at $48K in Q4 2018. 267 funds tracked by Wall St. Rank hold ITUB as of Q3 2022.

  • Fortis Advisors reported no remaining Itaú Unibanco position as of Q3 2022 after selling out during the quarter.
  • Fortis Advisors sold 1,700 Itaú Unibanco shares in Q3 2022, an estimated $6K.
  • Fortis Advisors first reported a position in Itaú Unibanco in Q4 2018 and held it in 4 quarters.
  • Fortis Advisors's Itaú Unibanco position peaked at $48K in Q4 2018.
  • 267 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2022.

Based on Fortis Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.