PCS
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Personal CFO Solutions’s Itaú Unibanco ITUB Stock Holding History

Personal CFO Solutions’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
2023
Q1 		– Sell
-42,538
Closed -$177K – 491
2022
Q4 		$177K Sell
42,538
-2,448
-5% -$11.1K 0.04% 432
2022
Q3 		$205K Sell
44,986
-1,198
-3% -$5.11K 0.05% 363
2022
Q2 		$174K Buy
+46,184
New +$205K 0.04% 402
2022
Q1 		– Sell
-11,924
Closed -$39K – 494
2021
Q4 		$39K Sell
11,924
-12,267
-51% -$44.2K 0.01% 469
2021
Q3 		$93K Buy
24,191
+2,892
+14% +$11.8K 0.02% 438
2021
Q2 		$93K Sell
21,299
-1,239
-5% -$4.99K 0.02% 425
2021
Q1 		$81K Buy
+22,538
New +$85.1K 0.02% 396

Other funds holding ITUB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Personal CFO Solutions's ITUB Position: Q1 2023 in Review

Personal CFO Solutions sold out of Itaú Unibanco (ITUB) in Q1 2023, closing a stake of 42,538 shares — an estimated $177K sold.

Personal CFO Solutions first reported a position in ITUB in Q1 2021 and held it in 7 quarters. The position peaked at $205K in Q3 2022. 271 funds tracked by Wall St. Rank hold ITUB as of Q1 2023.

  • Personal CFO Solutions reported no remaining Itaú Unibanco position as of Q1 2023 after selling out during the quarter.
  • Personal CFO Solutions sold 42,538 Itaú Unibanco shares in Q1 2023, an estimated $177K.
  • Personal CFO Solutions first reported a position in Itaú Unibanco in Q1 2021 and held it in 7 quarters.
  • Personal CFO Solutions's Itaú Unibanco position peaked at $205K in Q3 2022.
  • 271 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2023.

Based on Personal CFO Solutions's 13F filing for Q1 2023, filed 9 May 2023.