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SYSTM Wealth Solutions’s Itaú Unibanco ITUB Stock Holding History

SYSTM Wealth Solutions’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 		– Sell
-1,417
Closed -$7.31K – 361
2024
Q2 		$7.31K Sell
1,417
-2,282
-62% -$12.5K ﹤0.01% 523
2024
Q1 		$22.6K Buy
3,699
+2,269
+159% +$13.7K ﹤0.01% 681
2023
Q4 		$8.77K Buy
+1,430
New +$7.58K ﹤0.01% 841

Other funds holding ITUB

Schroder Investment Management Group
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SYSTM Wealth Solutions's ITUB Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Itaú Unibanco (ITUB) in Q3 2024, closing a stake of 1,417 shares — an estimated $7.31K sold.

SYSTM Wealth Solutions first reported a position in ITUB in Q4 2023 and held it in 3 quarters. The position peaked at $22.6K in Q1 2024. 346 funds tracked by Wall St. Rank hold ITUB as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Itaú Unibanco position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 1,417 Itaú Unibanco shares in Q3 2024, an estimated $7.31K.
  • SYSTM Wealth Solutions first reported a position in Itaú Unibanco in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Itaú Unibanco position peaked at $22.6K in Q1 2024.
  • 346 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.