SW
ITUB icon

SVB Wealth’s Itaú Unibanco ITUB Stock Holding History

SVB Wealth’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
2023
Q3 		– Sell
-13,557
Closed -$70.6K – 902
2023
Q2 		$70.6K Sell
13,557
-1,616
-11% -$7.64K ﹤0.01% 893
2023
Q1 		$65.2K Buy
15,173
+892
+6% +$3.78K ﹤0.01% 966
2022
Q4 		$59.4K Buy
+14,281
New +$64.9K ﹤0.01% 999
2021
Q4 		– Sell
-14,407
Closed -$55K – 885
2021
Q3 		$55K Buy
+14,407
New +$59K ﹤0.01% 954
2021
Q2 		– Sell
-20,047
Closed -$72K – 1006
2021
Q1 		$72K Buy
+20,047
New +$75.7K ﹤0.01% 874
2020
Q1 		– Sell
-15,832
Closed -$106K – 645
2019
Q4 		$106K Buy
+15,832
New +$99.2K ﹤0.01% 593

Other funds holding ITUB

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Goldman Sachs
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

SVB Wealth's ITUB Position: Q3 2023 in Review

SVB Wealth sold out of Itaú Unibanco (ITUB) in Q3 2023, closing a stake of 13,557 shares — an estimated $70.6K sold.

SVB Wealth first reported a position in ITUB in Q4 2019 and held it in 6 quarters. The position peaked at $106K in Q4 2019. 283 funds tracked by Wall St. Rank hold ITUB as of Q3 2023.

  • SVB Wealth reported no remaining Itaú Unibanco position as of Q3 2023 after selling out during the quarter.
  • SVB Wealth sold 13,557 Itaú Unibanco shares in Q3 2023, an estimated $70.6K.
  • SVB Wealth first reported a position in Itaú Unibanco in Q4 2019 and held it in 6 quarters.
  • SVB Wealth's Itaú Unibanco position peaked at $106K in Q4 2019.
  • 283 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2023.

Based on SVB Wealth's 13F filing for Q3 2023, filed 23 Oct 2023.