PMFA
ITUB icon

Plante Moran Financial Advisors’s Itaú Unibanco ITUB Stock Holding History

Plante Moran Financial 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
2022
Q3 		– Sell
-270
Closed -$1K – 958
2022
Q2 		$1K Buy
+270
New +$1.2K ﹤0.01% 914
2019
Q1 		– Sell
-166
Closed -$1K – 859
2018
Q4 		$1K Sell
166
-8,080
-98% -$51.9K ﹤0.01% 808
2018
Q3 		$44K Buy
+8,246
New +$44.3K 0.01% 327
2018
Q2 		– Sell
-414
Closed -$3K – 900
2018
Q1 		$3K Buy
+414
New +$3.1K ﹤0.01% 786

Other funds holding ITUB

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Goldman Sachs
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
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HL
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

Plante Moran Financial Advisors's ITUB Position: Q3 2022 in Review

Plante Moran Financial Advisors sold out of Itaú Unibanco (ITUB) in Q3 2022, closing a stake of 270 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in ITUB in Q1 2018 and held it in 4 quarters. The position peaked at $44K in Q3 2018. 267 funds tracked by Wall St. Rank hold ITUB as of Q3 2022.

  • Plante Moran Financial Advisors reported no remaining Itaú Unibanco position as of Q3 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 270 Itaú Unibanco shares in Q3 2022, an estimated $1K.
  • Plante Moran Financial Advisors first reported a position in Itaú Unibanco in Q1 2018 and held it in 4 quarters.
  • Plante Moran Financial Advisors's Itaú Unibanco position peaked at $44K in Q3 2018.
  • 267 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.