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Prospera Financial Services’s Itaú Unibanco ITUB Stock Holding History

Prospera Financial Services’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
Q2 		– Sell
-190
Closed -$1K – 2122
2022
Q1 		$1K Buy
+190
New +$800 ﹤0.01% 2619
2020
Q4 		– Sell
-144
Closed – – 1111
2020
Q3 		$0 Buy
+144
New +$489 ﹤0.01% 1652

Other funds holding ITUB

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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Prospera Financial Services's ITUB Position: Q2 2022 in Review

Prospera Financial Services sold out of Itaú Unibanco (ITUB) in Q2 2022, closing a stake of 190 shares — an estimated $1K sold.

Prospera Financial Services first reported a position in ITUB in Q3 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2022. 273 funds tracked by Wall St. Rank hold ITUB as of Q2 2022.

  • Prospera Financial Services reported no remaining Itaú Unibanco position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 190 Itaú Unibanco shares in Q2 2022, an estimated $1K.
  • Prospera Financial Services first reported a position in Itaú Unibanco in Q3 2020 and held it in 2 quarters.
  • Prospera Financial Services's Itaú Unibanco position peaked at $1K in Q1 2022.
  • 273 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.