OWA
ITUB icon

One Wealth Advisors’s Itaú Unibanco ITUB Stock Holding History

One Wealth Advisors’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
-25,098
Closed -$83K – 216
2021
Q4 		$83K Sell
25,098
-41,575
-62% -$150K 0.02% 196
2021
Q3 		$256K Buy
66,673
+217
+0.3% +$889 0.08% 170
2021
Q2 		$291K Buy
66,456
+6,644
+11% +$26.8K 0.09% 129
2021
Q1 		$216K Buy
59,812
+5,236
+10% +$19.8K 0.08% 135
2020
Q4 		$242K Buy
54,576
+535
+1% +$2K 0.13% 102
2020
Q3 		$157K Buy
54,041
+5,889
+12% +$20K 0.11% 84
2020
Q2 		$164K Buy
48,152
+29,116
+153% +$94.4K 0.13% 75
2020
Q1 		$62K Sell
19,036
-1,495
-7% -$7.66K 0.06% 88
2019
Q4 		$137K Sell
20,531
-150
-0.7% -$940 0.1% 111
2019
Q3 		$127K Sell
20,681
-1,281
-6% -$8.31K 0.11% 107
2019
Q2 		$151K Sell
21,962
-220
-1% -$1.39K 0.12% 116
2019
Q1 		$142K Sell
22,182
-8,768
-28% -$62K 0.12% 152
2018
Q4 		$206K Sell
30,950
-263
-0.8% -$1.69K 0.21% 92
2018
Q3 		$166K Sell
31,213
-144
-0.5% -$774 0.13% 145
2018
Q2 		$158K Sell
31,357
-536
-2% -$3.33K 0.13% 151
2018
Q1 		$241K Sell
31,893
-359
-1% -$2.69K 0.21% 99
2017
Q4 		$203K Buy
+32,252
New +$206K 0.16% 105

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 $761B 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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
OCM
Oaktree Capital Management Los Angeles, California $5.91B AUM 42.97% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return