Point View Wealth Management’s Itaú Unibanco ITUB Stock Holding History

Point View Wealth Management’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
2020 Q4	$72K	Hold	16,158	–	–	0.03%	267
2020 Q3	$47K	Hold	16,158	–	–	0.02%	252
2020 Q2	$55K	Sell	16,158 -11,386	-41%	-$36.9K	0.03%	251
2020 Q1	$90K	Hold	27,544	–	–	0.05%	237
2019 Q4	$183K	Buy	27,544 +4,123	+18%	+$25.8K	0.08%	255
2019 Q3	$143K	Hold	23,421	–	–	0.06%	251
2019 Q2	$161K	Hold	23,421	–	–	0.07%	251
2019 Q1	$150K	Sell	23,421 -323	-1%	-$2.29K	0.07%	249
2018 Q4	$158K	Sell	23,744 -2	-0%	-$13	0.08%	232
2018 Q3	$126K	Buy	23,746 +2,624	+12%	+$14.1K	0.06%	255
2018 Q2	$106K	Buy	+21,122	New	+$131K	0.05%	247
2017 Q1	–	Sell	-20,854	Closed	-$104K	–	258
2016 Q4	$104K	Buy	+20,854	New	+$107K	0.06%	242

Other funds holding ITUB

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

OCM

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

Point View Wealth Management's ITUB Position: Q4 2020 in Review

Point View Wealth Management held its Itaú Unibanco (ITUB) position steady in Q4 2020 at 16,158 shares worth $72K. The position accounts for 0.03% of the portfolio, ranked #267.

Point View Wealth Management first reported a position in ITUB in Q4 2016 and has held it in 12 quarters since. The position peaked at $183K in Q4 2019. 295 funds tracked by Wall St. Rank hold ITUB as of Q4 2020.

Point View Wealth Management held 16,158 shares of Itaú Unibanco worth $72K as of Q4 2020.
Point View Wealth Management left its Itaú Unibanco share count unchanged in Q4 2020.
Itaú Unibanco made up 0.03% of Point View Wealth Management's portfolio in Q4 2020, its #267 holding.
Point View Wealth Management first reported a position in Itaú Unibanco in Q4 2016 and has held it in 12 quarters since.
Point View Wealth Management's Itaú Unibanco position peaked at $183K in Q4 2019.
295 funds tracked by Wall St. Rank held Itaú Unibanco as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.