OWA
ITUB icon

Opal Wealth Advisors’s Itaú Unibanco ITUB Stock Holding History

Opal 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
2024
Q3 		– Sell
-196
Closed -$1.01K – 683
2024
Q2 		$1.01K Buy
+196
New +$1.07K ﹤0.01% 1065

Other funds holding ITUB

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Opal Wealth Advisors's ITUB Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Itaú Unibanco (ITUB) in Q3 2024, closing a stake of 196 shares — an estimated $1.01K sold.

Opal Wealth Advisors first reported a position in ITUB in Q2 2024 and held it in 1 quarter. The position peaked at $1.01K in Q2 2024. 346 funds tracked by Wall St. Rank hold ITUB as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Itaú Unibanco position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 196 Itaú Unibanco shares in Q3 2024, an estimated $1.01K.
  • Opal Wealth Advisors first reported a position in Itaú Unibanco in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's Itaú Unibanco position peaked at $1.01K in Q2 2024.
  • 346 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.