Patriot Financial Group Insurance Agency’s Itaú Unibanco ITUB Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-1,637	Closed	-$6K	–	1165
2022 Q2	$6K	Buy	1,637 +600	+58%	+$2.67K	﹤0.01%	1426
2022 Q1	$5K	Buy	+1,037	New	+$4.37K	﹤0.01%	1612
2021 Q4	–	Sell	-900	Closed	-$3K	–	2201
2021 Q3	$3K	Buy	+900	New	+$3.69K	﹤0.01%	1849
2020 Q4	–	Sell	-1,572	Closed	-$5K	–	1919
2020 Q3	$5K	Hold	1,572	–	–	﹤0.01%	1230
2020 Q2	$5K	Buy	1,572 +96	+7%	+$311	﹤0.01%	1179
2020 Q1	$5K	Buy	+1,476	New	+$7.57K	﹤0.01%	1072

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 $2.85B AUM 55.09% 1-Year Est. Return

Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

OAG

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

Patriot Financial Group Insurance Agency's ITUB Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Itaú Unibanco (ITUB) in Q3 2022, closing a stake of 1,637 shares — an estimated $6K sold.

Patriot Financial Group Insurance Agency first reported a position in ITUB in Q1 2020 and held it in 6 quarters. The position peaked at $6K in Q2 2022. 268 funds tracked by Wall St. Rank hold ITUB as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Itaú Unibanco position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 1,637 Itaú Unibanco shares in Q3 2022, an estimated $6K.
Patriot Financial Group Insurance Agency first reported a position in Itaú Unibanco in Q1 2020 and held it in 6 quarters.
Patriot Financial Group Insurance Agency's Itaú Unibanco position peaked at $6K in Q2 2022.
268 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.