Marks Group Wealth Management’s Itaú Unibanco ITUB Stock Holding History

Marks Group Wealth Management’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	-59,999	Closed	-$192K	–	315
2021 Q4	$192K	Sell	59,999 -38,534	-39%	-$139K	0.02%	300
2021 Q3	$383K	Buy	98,533 +17,434	+21%	+$71.4K	0.05%	225
2021 Q2	$355K	Buy	81,099 +3,037	+4%	+$12.2K	0.05%	206
2021 Q1	$282K	Buy	78,062 +17,774	+29%	+$67.1K	0.04%	213
2020 Q4	$267K	Buy	60,288 +26,221	+77%	+$98.1K	0.04%	223
2020 Q3	$99K	Hold	34,067	–	–	0.02%	235
2020 Q2	$116K	Buy	+34,067	New	+$110K	0.02%	228

Other funds holding ITUB

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

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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 Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Marks Group Wealth Management's ITUB Position: Q1 2022 in Review

Marks Group Wealth Management sold out of Itaú Unibanco (ITUB) in Q1 2022, closing a stake of 59,999 shares — an estimated $192K sold.

Marks Group Wealth Management first reported a position in ITUB in Q2 2020 and held it in 7 quarters. The position peaked at $383K in Q3 2021. 277 funds tracked by Wall St. Rank hold ITUB as of Q1 2022.

Marks Group Wealth Management reported no remaining Itaú Unibanco position as of Q1 2022 after selling out during the quarter.
Marks Group Wealth Management sold 59,999 Itaú Unibanco shares in Q1 2022, an estimated $192K.
Marks Group Wealth Management first reported a position in Itaú Unibanco in Q2 2020 and held it in 7 quarters.
Marks Group Wealth Management's Itaú Unibanco position peaked at $383K in Q3 2021.
277 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2022.

Based on Marks Group Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.