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Sugarloaf Wealth Management’s Itaú Unibanco ITUB Stock Holding History

Sugarloaf Wealth Management’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
Q2 		– Sell
-911
Closed -$3K – 697
2020
Q1 		$3K Hold
911
– – ﹤0.01% 565
2019
Q4 		$6K Buy
+911
New +$5.71K ﹤0.01% 516

Other funds holding ITUB

HL
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Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sugarloaf Wealth Management's ITUB Position: Q2 2020 in Review

Sugarloaf Wealth Management sold out of Itaú Unibanco (ITUB) in Q2 2020, closing a stake of 911 shares — an estimated $3K sold.

Sugarloaf Wealth Management first reported a position in ITUB in Q4 2019 and held it in 2 quarters. The position peaked at $6K in Q4 2019. 285 funds tracked by Wall St. Rank hold ITUB as of Q2 2020.

  • Sugarloaf Wealth Management reported no remaining Itaú Unibanco position as of Q2 2020 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 911 Itaú Unibanco shares in Q2 2020, an estimated $3K.
  • Sugarloaf Wealth Management first reported a position in Itaú Unibanco in Q4 2019 and held it in 2 quarters.
  • Sugarloaf Wealth Management's Itaú Unibanco position peaked at $6K in Q4 2019.
  • 285 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2020.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2020, filed 21 Jul 2020.