SFS
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Sowell Financial Services’s Itaú Unibanco ITUB Stock Holding History

Sowell 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
2020
Q1 		– Sell
-3,186
Closed -$21K – 2559
2019
Q4 		$21K Buy
3,186
+1,674
+111% +$10.5K ﹤0.01% 1423
2019
Q3 		$9K Buy
+1,512
New +$9.81K ﹤0.01% 1561

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

Sowell Financial Services's ITUB Position: Q1 2020 in Review

Sowell Financial Services sold out of Itaú Unibanco (ITUB) in Q1 2020, closing a stake of 3,186 shares — an estimated $21K sold.

Sowell Financial Services first reported a position in ITUB in Q3 2019 and held it in 2 quarters. The position peaked at $21K in Q4 2019. 286 funds tracked by Wall St. Rank hold ITUB as of Q1 2020.

  • Sowell Financial Services reported no remaining Itaú Unibanco position as of Q1 2020 after selling out during the quarter.
  • Sowell Financial Services sold 3,186 Itaú Unibanco shares in Q1 2020, an estimated $21K.
  • Sowell Financial Services first reported a position in Itaú Unibanco in Q3 2019 and held it in 2 quarters.
  • Sowell Financial Services's Itaú Unibanco position peaked at $21K in Q4 2019.
  • 286 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2020.

Based on Sowell Financial Services's 13F filing for Q1 2020, filed 12 May 2020.