Pin Oak Investment Advisors’s Itaú Unibanco ITUB Stock Holding History

Pin Oak Investment 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
2021 Q4	–	Sell	-3,614	Closed	-$14K	–	426
2021 Q3	$14K	Hold	3,614	–	–	0.02%	282
2021 Q2	$16K	Hold	3,614	–	–	0.02%	267
2021 Q1	$13K	Hold	3,614	–	–	0.01%	298
2020 Q4	$16K	Hold	3,614	–	–	0.01%	290
2020 Q3	$10K	Hold	3,614	–	–	0.01%	302
2020 Q2	$12K	Buy	3,614 +2,237	+162%	+$7.25K	0.01%	277
2020 Q1	$4K	Hold	1,377	–	–	﹤0.01%	353
2019 Q4	$9K	Hold	1,377	–	–	0.01%	332
2019 Q3	$8K	Hold	1,377	–	–	0.01%	346
2019 Q2	$9K	Hold	1,377	–	–	0.01%	363
2019 Q1	$9K	Sell	1,377 -781	-36%	-$5.53K	0.01%	339
2018 Q4	$14K	Hold	2,158	–	–	0.01%	285
2018 Q3	$11K	Hold	2,158	–	–	0.01%	310
2018 Q2	$11K	Hold	2,158	–	–	0.01%	315
2018 Q1	$16K	Hold	2,158	–	–	0.01%	289
2017 Q4	$14K	Buy	+2,158	New	+$13.8K	0.01%	307

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 $2.68B AUM 76.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OAG

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Pin Oak Investment Advisors's ITUB Position: Q4 2021 in Review

Pin Oak Investment Advisors sold out of Itaú Unibanco (ITUB) in Q4 2021, closing a stake of 3,614 shares — an estimated $14K sold.

Pin Oak Investment Advisors first reported a position in ITUB in Q4 2017 and held it in 16 quarters. The position peaked at $16K in Q2 2021. 268 funds tracked by Wall St. Rank hold ITUB as of Q4 2021.

Pin Oak Investment Advisors reported no remaining Itaú Unibanco position as of Q4 2021 after selling out during the quarter.
Pin Oak Investment Advisors sold 3,614 Itaú Unibanco shares in Q4 2021, an estimated $14K.
Pin Oak Investment Advisors first reported a position in Itaú Unibanco in Q4 2017 and held it in 16 quarters.
Pin Oak Investment Advisors's Itaú Unibanco position peaked at $16K in Q2 2021.
268 funds tracked by Wall St. Rank held Itaú Unibanco as of Q4 2021.

Based on Pin Oak Investment Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.