OLVIG
ITUB icon

Oliver Lagore Vanvalin Investment Group’s Itaú Unibanco ITUB Stock Holding History

Oliver Lagore Vanvalin Investment 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
2022
Q2 		– Sell
-561
Closed -$3K – 659
2022
Q1 		$3K Buy
+561
New +$2.36K ﹤0.01% 468

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
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Oliver Lagore Vanvalin Investment Group's ITUB Position: Q2 2022 in Review

Oliver Lagore Vanvalin Investment Group sold out of Itaú Unibanco (ITUB) in Q2 2022, closing a stake of 561 shares — an estimated $3K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in ITUB in Q1 2022 and held it in 1 quarter. The position peaked at $3K in Q1 2022. 274 funds tracked by Wall St. Rank hold ITUB as of Q2 2022.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Itaú Unibanco position as of Q2 2022 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 561 Itaú Unibanco shares in Q2 2022, an estimated $3K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Itaú Unibanco in Q1 2022 and held it in 1 quarter.
  • Oliver Lagore Vanvalin Investment Group's Itaú Unibanco position peaked at $3K in Q1 2022.
  • 274 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2022.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2022, filed 16 Aug 2022.