PWMG
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Prestige Wealth Management Group’s Itaú Unibanco ITUB Stock Holding History

Prestige Wealth Management Group’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
2019
Q1 		– Sell
-129
Closed -$1K – 816
2018
Q4 		$1K Buy
+129
New +$829 ﹤0.01% 1041

Other funds holding ITUB

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Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Prestige Wealth Management Group's ITUB Position: Q1 2019 in Review

Prestige Wealth Management Group sold out of Itaú Unibanco (ITUB) in Q1 2019, closing a stake of 129 shares — an estimated $1K sold.

Prestige Wealth Management Group first reported a position in ITUB in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 343 funds tracked by Wall St. Rank hold ITUB as of Q1 2019.

  • Prestige Wealth Management Group reported no remaining Itaú Unibanco position as of Q1 2019 after selling out during the quarter.
  • Prestige Wealth Management Group sold 129 Itaú Unibanco shares in Q1 2019, an estimated $1K.
  • Prestige Wealth Management Group first reported a position in Itaú Unibanco in Q4 2018 and held it in 1 quarter.
  • Prestige Wealth Management Group's Itaú Unibanco position peaked at $1K in Q4 2018.
  • 343 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2019.

Based on Prestige Wealth Management Group's 13F filing for Q1 2019, filed 16 Aug 2019.