GI
ITUB icon

Gradient Investments’s Itaú Unibanco ITUB Stock Holding History

Gradient Investments’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
-224
Closed -$1.38K – 1535
2023
Q4 		$1.38K Sell
224
-227
-50% -$1.2K ﹤0.01% 1335
2023
Q3 		$2.14K Buy
451
+227
+101% +$1.13K ﹤0.01% 1166
2023
Q2 		$1.17K Buy
+224
New +$1.06K ﹤0.01% 1312

Other funds holding ITUB

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
JP Morgan Chase
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Gradient Investments's ITUB Position: Q1 2024 in Review

Gradient Investments sold out of Itaú Unibanco (ITUB) in Q1 2024, closing a stake of 224 shares — an estimated $1.38K sold.

Gradient Investments first reported a position in ITUB in Q2 2023 and held it in 3 quarters. The position peaked at $2.14K in Q3 2023. 323 funds tracked by Wall St. Rank hold ITUB as of Q1 2024.

  • Gradient Investments reported no remaining Itaú Unibanco position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 224 Itaú Unibanco shares in Q1 2024, an estimated $1.38K.
  • Gradient Investments first reported a position in Itaú Unibanco in Q2 2023 and held it in 3 quarters.
  • Gradient Investments's Itaú Unibanco position peaked at $2.14K in Q3 2023.
  • 323 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.