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Interchange Capital Partners’s Itaú Unibanco ITUB Stock Holding History

Interchange Capital Partners’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
2021
Q2 		– Sell
-58,641
Closed -$211K – 153
2021
Q1 		$211K Buy
+58,641
New +$221K 0.11% 219

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Goldman Sachs
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Interchange Capital Partners's ITUB Position: Q2 2021 in Review

Interchange Capital Partners sold out of Itaú Unibanco (ITUB) in Q2 2021, closing a stake of 58,641 shares — an estimated $211K sold.

Interchange Capital Partners first reported a position in ITUB in Q1 2021 and held it in 1 quarter. The position peaked at $211K in Q1 2021. 302 funds tracked by Wall St. Rank hold ITUB as of Q2 2021.

  • Interchange Capital Partners reported no remaining Itaú Unibanco position as of Q2 2021 after selling out during the quarter.
  • Interchange Capital Partners sold 58,641 Itaú Unibanco shares in Q2 2021, an estimated $211K.
  • Interchange Capital Partners first reported a position in Itaú Unibanco in Q1 2021 and held it in 1 quarter.
  • Interchange Capital Partners's Itaú Unibanco position peaked at $211K in Q1 2021.
  • 302 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2021.

Based on Interchange Capital Partners's 13F filing for Q2 2021, filed 16 Aug 2021.