MilWealth Group’s Itaú Unibanco ITUB Stock Holding History

MilWealth Group’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 Q4	–	Sell	-170	Closed	-$654	–	171
2021 Q3	$654	Buy	+170	New	+$696	﹤0.01%	169

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

WGI

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

MilWealth Group's ITUB Position: Q4 2021 in Review

MilWealth Group sold out of Itaú Unibanco (ITUB) in Q4 2021, closing a stake of 170 shares — an estimated $654 sold.

MilWealth Group first reported a position in ITUB in Q3 2021 and held it in 1 quarter. The position peaked at $654 in Q3 2021. 268 funds tracked by Wall St. Rank hold ITUB as of Q4 2021.

MilWealth Group reported no remaining Itaú Unibanco position as of Q4 2021 after selling out during the quarter.
MilWealth Group sold 170 Itaú Unibanco shares in Q4 2021, an estimated $654.
MilWealth Group first reported a position in Itaú Unibanco in Q3 2021 and held it in 1 quarter.
MilWealth Group's Itaú Unibanco position peaked at $654 in Q3 2021.
268 funds tracked by Wall St. Rank held Itaú Unibanco as of Q4 2021.

Based on MilWealth Group's 13F filing for Q4 2021, filed 9 May 2023.