Janney Montgomery Scott
ITUB icon

Janney Montgomery Scott’s Itaú Unibanco ITUB Stock Holding History

Janney Montgomery Scott’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
-17,303
Closed -$57K – 2333
2021
Q4 		$57K Sell
17,303
-363,572
-95% -$1.31M ﹤0.01% 2343
2021
Q3 		$1.46M Buy
380,875
+120,337
+46% +$493K 0.01% 1095
2021
Q2 		$1.14M Sell
260,538
-59,594
-19% -$240K 0.01% 1211
2021
Q1 		$1.16M Buy
+320,132
New +$1.21M 0.01% 1126
2019
Q3 		– Sell
-22,861
Closed -$157K – 2097
2019
Q2 		$157K Buy
22,861
+1,952
+9% +$12.3K ﹤0.01% 1954
2019
Q1 		$134K Sell
20,909
-8,492
-29% -$60.1K ﹤0.01% 1924
2018
Q4 		$196K Buy
29,401
+5,028
+21% +$32.3K ﹤0.01% 1775
2018
Q3 		$130K Sell
24,373
-1,824
-7% -$9.8K ﹤0.01% 1980
2018
Q2 		$132K Sell
26,197
-19,434
-43% -$121K ﹤0.01% 1920
2018
Q1 		$345K Buy
45,631
+657
+1% +$4.92K ﹤0.01% 1533
2017
Q4 		$284K Sell
44,974
-2,022
-4% -$12.9K ﹤0.01% 1615
2017
Q3 		$312K Buy
46,996
+3,641
+8% +$22.2K ﹤0.01% 1482
2017
Q2 		$232K Buy
43,355
+814
+2% +$4.57K ﹤0.01% 1557
2017
Q1 		$249K Sell
42,541
-1,121
-3% -$6.65K ﹤0.01% 1512
2016
Q4 		$218K Buy
43,662
+1,223
+3% +$6.27K ﹤0.01% 1498
2016
Q3 		$205K Buy
+42,439
New +$201K ﹤0.01% 1385

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

Janney Montgomery Scott's ITUB Position: Q1 2022 in Review

Janney Montgomery Scott sold out of Itaú Unibanco (ITUB) in Q1 2022, closing a stake of 17,303 shares — an estimated $57K sold.

Janney Montgomery Scott first reported a position in ITUB in Q3 2016 and held it in 16 quarters. The position peaked at $1.46M in Q3 2021. 277 funds tracked by Wall St. Rank hold ITUB as of Q1 2022.

  • Janney Montgomery Scott reported no remaining Itaú Unibanco position as of Q1 2022 after selling out during the quarter.
  • Janney Montgomery Scott sold 17,303 Itaú Unibanco shares in Q1 2022, an estimated $57K.
  • Janney Montgomery Scott first reported a position in Itaú Unibanco in Q3 2016 and held it in 16 quarters.
  • Janney Montgomery Scott's Itaú Unibanco position peaked at $1.46M in Q3 2021.
  • 277 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2022.

Based on Janney Montgomery Scott's 13F filing for Q1 2022, filed 4 May 2022.