Kore Private Wealth’s Itaú Unibanco ITUB Stock Holding History

Kore Private Wealth’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
2020 Q2	–	Sell	-236	Closed	-$1K	–	1209
2020 Q1	$1K	Buy	+236	New	+$1.21K	﹤0.01%	992

Other funds holding ITUB

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kore Private Wealth's ITUB Position: Q2 2020 in Review

Kore Private Wealth sold out of Itaú Unibanco (ITUB) in Q2 2020, closing a stake of 236 shares — an estimated $1K sold.

Kore Private Wealth first reported a position in ITUB in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 285 funds tracked by Wall St. Rank hold ITUB as of Q2 2020.

Kore Private Wealth reported no remaining Itaú Unibanco position as of Q2 2020 after selling out during the quarter.
Kore Private Wealth sold 236 Itaú Unibanco shares in Q2 2020, an estimated $1K.
Kore Private Wealth first reported a position in Itaú Unibanco in Q1 2020 and held it in 1 quarter.
Kore Private Wealth's Itaú Unibanco position peaked at $1K in Q1 2020.
285 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2020.

Based on Kore Private Wealth's 13F filing for Q2 2020, filed 14 Aug 2020.