Raymond James Trust’s Itaú Unibanco ITUB Stock Holding History

Raymond James Trust’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
2024 Q3	$81.2K	Buy	+13,835	New	+$77.9K	﹤0.01%	1293

Other funds holding ITUB

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

WGI

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Raymond James Trust's ITUB Position: Q3 2024 in Review

Raymond James Trust opened a new position in Itaú Unibanco (ITUB) in Q3 2024: 13,835 shares worth $81.2K. The stake represents ﹤0.01% of the portfolio and ranks #1293 among its holdings.

346 funds tracked by Wall St. Rank hold ITUB as of Q3 2024.

Raymond James Trust held 13,835 shares of Itaú Unibanco worth $81.2K as of Q3 2024.
Itaú Unibanco was a new Raymond James Trust position in Q3 2024.
Itaú Unibanco made up ﹤0.01% of Raymond James Trust's portfolio in Q3 2024, its #1293 holding.
346 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.