FFA
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Founders Financial Alliance’s Itaú Unibanco ITUB Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-1,457
Closed -$4K – 845
2020
Q3 		$4K Buy
+1,457
New +$4.95K ﹤0.01% 1060

Other funds holding ITUB

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Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 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
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Founders Financial Alliance's ITUB Position: Q4 2020 in Review

Founders Financial Alliance sold out of Itaú Unibanco (ITUB) in Q4 2020, closing a stake of 1,457 shares — an estimated $4K sold.

Founders Financial Alliance first reported a position in ITUB in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 295 funds tracked by Wall St. Rank hold ITUB as of Q4 2020.

  • Founders Financial Alliance reported no remaining Itaú Unibanco position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 1,457 Itaú Unibanco shares in Q4 2020, an estimated $4K.
  • Founders Financial Alliance first reported a position in Itaú Unibanco in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Itaú Unibanco position peaked at $4K in Q3 2020.
  • 295 funds tracked by Wall St. Rank held Itaú Unibanco as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.