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IPG Investment Advisors’s Itaú Unibanco ITUB Stock Holding History

IPG Investment Advisors’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
2022
Q1 		– Sell
-21,493
Closed -$72K – 195
2021
Q4 		$72K Buy
+21,493
New +$77.4K 0.01% 195
2021
Q1 		– Sell
-1,201,452
Closed -$5.32M – 204
2020
Q4 		$5.32M Buy
+1,201,452
New +$4.49M 1.24% 24

Other funds holding ITUB

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

IPG Investment Advisors's ITUB Position: Q1 2022 in Review

IPG Investment Advisors sold out of Itaú Unibanco (ITUB) in Q1 2022, closing a stake of 21,493 shares — an estimated $72K sold.

IPG Investment Advisors first reported a position in ITUB in Q4 2020 and held it in 2 quarters. The position peaked at $5.32M in Q4 2020. 277 funds tracked by Wall St. Rank hold ITUB as of Q1 2022.

  • IPG Investment Advisors reported no remaining Itaú Unibanco position as of Q1 2022 after selling out during the quarter.
  • IPG Investment Advisors sold 21,493 Itaú Unibanco shares in Q1 2022, an estimated $72K.
  • IPG Investment Advisors first reported a position in Itaú Unibanco in Q4 2020 and held it in 2 quarters.
  • IPG Investment Advisors's Itaú Unibanco position peaked at $5.32M in Q4 2020.
  • 277 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2022.

Based on IPG Investment Advisors's 13F filing for Q1 2022, filed 13 May 2022.