RIA
ITUB icon

Realta Investment Advisors’s Itaú Unibanco ITUB Stock Holding History

Realta Investment Advisors’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
Q1 		– Sell
-1,093
Closed -$6K – 850
2019
Q4 		$6K Hold
1,093
– – ﹤0.01% 1294
2019
Q3 		$7K Hold
1,093
– – ﹤0.01% 1220
2019
Q2 		$7K Buy
+1,093
New +$6.88K ﹤0.01% 1253

Other funds holding ITUB

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

Realta Investment Advisors's ITUB Position: Q1 2020 in Review

Realta Investment Advisors sold out of Itaú Unibanco (ITUB) in Q1 2020, closing a stake of 1,093 shares — an estimated $6K sold.

Realta Investment Advisors first reported a position in ITUB in Q2 2019 and held it in 3 quarters. The position peaked at $7K in Q3 2019. 286 funds tracked by Wall St. Rank hold ITUB as of Q1 2020.

  • Realta Investment Advisors reported no remaining Itaú Unibanco position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 1,093 Itaú Unibanco shares in Q1 2020, an estimated $6K.
  • Realta Investment Advisors first reported a position in Itaú Unibanco in Q2 2019 and held it in 3 quarters.
  • Realta Investment Advisors's Itaú Unibanco position peaked at $7K in Q3 2019.
  • 286 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.