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Okabena Investment Services’s Itaú Unibanco ITUB Stock Holding History

Okabena Investment Services’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
Q2 		– Sell
-1,917
Closed -$10K – 182
2022
Q1 		$10K Hold
1,917
– – ﹤0.01% 172
2021
Q4 		$6K Buy
+1,917
New +$6.9K ﹤0.01% 191

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BlackRock
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OAG
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JP Morgan Chase
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Okabena Investment Services's ITUB Position: Q2 2022 in Review

Okabena Investment Services sold out of Itaú Unibanco (ITUB) in Q2 2022, closing a stake of 1,917 shares — an estimated $10K sold.

Okabena Investment Services first reported a position in ITUB in Q4 2021 and held it in 2 quarters. The position peaked at $10K in Q1 2022. 273 funds tracked by Wall St. Rank hold ITUB as of Q2 2022.

  • Okabena Investment Services reported no remaining Itaú Unibanco position as of Q2 2022 after selling out during the quarter.
  • Okabena Investment Services sold 1,917 Itaú Unibanco shares in Q2 2022, an estimated $10K.
  • Okabena Investment Services first reported a position in Itaú Unibanco in Q4 2021 and held it in 2 quarters.
  • Okabena Investment Services's Itaú Unibanco position peaked at $10K in Q1 2022.
  • 273 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2022.

Based on Okabena Investment Services's 13F filing for Q2 2022, filed 11 Aug 2022.