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Householder Group Estate & Retirement Specialist’s Itaú Unibanco ITUB Stock Holding History

Householder Group Estate & Retirement Specialist’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 		– Sell
-227
Closed -$1K – 1241
2024
Q2 		$1K Buy
+227
New +$1.24K ﹤0.01% 1138

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Fisher Asset Management
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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 $81.4B AUM 40.71% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's ITUB Position: Q3 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Itaú Unibanco (ITUB) in Q3 2024, closing a stake of 227 shares — an estimated $1K sold.

Householder Group Estate & Retirement Specialist first reported a position in ITUB in Q2 2024 and held it in 1 quarter. The position peaked at $1K in Q2 2024. 347 funds tracked by Wall St. Rank hold ITUB as of Q3 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Itaú Unibanco position as of Q3 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 227 Itaú Unibanco shares in Q3 2024, an estimated $1K.
  • Householder Group Estate & Retirement Specialist first reported a position in Itaú Unibanco in Q2 2024 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's Itaú Unibanco position peaked at $1K in Q2 2024.
  • 347 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q3 2024, filed 18 Oct 2024.