PAG
ITUB icon

Private Advisor Group’s Itaú Unibanco ITUB Stock Holding History

Private Advisor 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
2020
Q3 		– Sell
-474
Closed -$2K – 2521
2020
Q2 		$2K Buy
+474
New +$1.54K ﹤0.01% 3570
2020
Q1 		– Sell
-33,567
Closed -$223K – 1545
2019
Q4 		$223K Sell
33,567
-1,008
-3% -$6.32K ﹤0.01% 1439
2019
Q3 		$211K Buy
+34,575
New +$224K ﹤0.01% 1482

Other funds holding ITUB

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
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
Fidelity Investments
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Private Advisor Group's ITUB Position: Q3 2020 in Review

Private Advisor Group sold out of Itaú Unibanco (ITUB) in Q3 2020, closing a stake of 474 shares — an estimated $2K sold.

Private Advisor Group first reported a position in ITUB in Q3 2019 and held it in 3 quarters. The position peaked at $223K in Q4 2019. 272 funds tracked by Wall St. Rank hold ITUB as of Q3 2020.

  • Private Advisor Group reported no remaining Itaú Unibanco position as of Q3 2020 after selling out during the quarter.
  • Private Advisor Group sold 474 Itaú Unibanco shares in Q3 2020, an estimated $2K.
  • Private Advisor Group first reported a position in Itaú Unibanco in Q3 2019 and held it in 3 quarters.
  • Private Advisor Group's Itaú Unibanco position peaked at $223K in Q4 2019.
  • 272 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.