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TCWP’s Itaú Unibanco ITUB Stock Holding History

TCWP’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
2022
Q2 		– Sell
-1,940
Closed -$9K – 997
2022
Q1 		$9K Buy
+1,940
New +$8.17K ﹤0.01% 915

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TCWP's ITUB Position: Q2 2022 in Review

TCWP sold out of Itaú Unibanco (ITUB) in Q2 2022, closing a stake of 1,940 shares — an estimated $9K sold.

TCWP first reported a position in ITUB in Q1 2022 and held it in 1 quarter. The position peaked at $9K in Q1 2022. 273 funds tracked by Wall St. Rank hold ITUB as of Q2 2022.

  • TCWP reported no remaining Itaú Unibanco position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 1,940 Itaú Unibanco shares in Q2 2022, an estimated $9K.
  • TCWP first reported a position in Itaú Unibanco in Q1 2022 and held it in 1 quarter.
  • TCWP's Itaú Unibanco position peaked at $9K in Q1 2022.
  • 273 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.