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Planned Solutions’s Itaú Unibanco ITUB Stock Holding History

Planned 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
2024
Q4 		– Sell
-210
Closed -$1.23K – 370
2024
Q3 		$1.23K Buy
+210
New +$1.18K ﹤0.01% 579

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Planned Solutions's ITUB Position: Q4 2024 in Review

Planned Solutions sold out of Itaú Unibanco (ITUB) in Q4 2024, closing a stake of 210 shares — an estimated $1.23K sold.

Planned Solutions first reported a position in ITUB in Q3 2024 and held it in 1 quarter. The position peaked at $1.23K in Q3 2024. 331 funds tracked by Wall St. Rank hold ITUB as of Q4 2024.

  • Planned Solutions reported no remaining Itaú Unibanco position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 210 Itaú Unibanco shares in Q4 2024, an estimated $1.23K.
  • Planned Solutions first reported a position in Itaú Unibanco in Q3 2024 and held it in 1 quarter.
  • Planned Solutions's Itaú Unibanco position peaked at $1.23K in Q3 2024.
  • 331 funds tracked by Wall St. Rank held Itaú Unibanco as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.