Glassman Wealth Services’s Itaú Unibanco ITUB Stock Holding History

Glassman Wealth Services’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 Q1	–	Sell	-4,098	Closed	-$25.1K	–	994
2023 Q4	$25.1K	Buy	4,098 +37	+0.9%	+$196	﹤0.01%	634
2023 Q3	$19.2K	Hold	4,061	–	–	﹤0.01%	662
2023 Q2	$21.1K	Sell	4,061 -79	-2%	-$373	﹤0.01%	602
2023 Q1	$17.8K	Buy	4,140 +786	+23%	+$3.33K	﹤0.01%	661
2022 Q4	$13.9K	Buy	3,354 +1,758	+110%	+$7.99K	﹤0.01%	749
2022 Q3	$7K	Buy	1,596 +1,267	+385%	+$5.4K	﹤0.01%	903
2022 Q2	$1K	Buy	329 +51	+18%	+$226	﹤0.01%	1442
2022 Q1	$1K	Hold	278	–	–	﹤0.01%	1423
2021 Q4	$1K	Buy	+278	New	+$1K	﹤0.01%	1407
2020 Q4	–	Sell	-436	Closed	-$1K	–	1439
2020 Q3	$1K	Buy	436 +235	+117%	+$798	﹤0.01%	1179
2020 Q2	$1K	Buy	+201	New	+$652	﹤0.01%	1047

Other funds holding ITUB

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

WGI

Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

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

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 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

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

Glassman Wealth Services's ITUB Position: Q1 2024 in Review

Glassman Wealth Services sold out of Itaú Unibanco (ITUB) in Q1 2024, closing a stake of 4,098 shares — an estimated $25.1K sold.

Glassman Wealth Services first reported a position in ITUB in Q2 2020 and held it in 11 quarters. The position peaked at $25.1K in Q4 2023. 323 funds tracked by Wall St. Rank hold ITUB as of Q1 2024.

Glassman Wealth Services reported no remaining Itaú Unibanco position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 4,098 Itaú Unibanco shares in Q1 2024, an estimated $25.1K.
Glassman Wealth Services first reported a position in Itaú Unibanco in Q2 2020 and held it in 11 quarters.
Glassman Wealth Services's Itaú Unibanco position peaked at $25.1K in Q4 2023.
323 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.