TD Ameritrade Investment Management’s Itaú Unibanco ITUB Stock Holding History

TD Ameritrade Investment 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
2023 Q3	–	Sell	-95	Closed	–	–	240
2023 Q2	$0	Sell	95 -426	-82%	-$2.01K	﹤0.01%	566
2023 Q1	$2K	Hold	521	–	–	﹤0.01%	489
2022 Q4	$2K	Hold	521	–	–	﹤0.01%	497
2022 Q3	$2K	Hold	521	–	–	﹤0.01%	510
2022 Q2	$2K	Hold	521	–	–	﹤0.01%	545
2022 Q1	$3K	Hold	521	–	–	﹤0.01%	578
2021 Q4	$2K	Buy	521 +67	+15%	+$241	﹤0.01%	588
2021 Q3	$1K	Hold	454	–	–	﹤0.01%	621
2021 Q2	$2K	Hold	454	–	–	﹤0.01%	596
2021 Q1	$2K	Hold	454	–	–	﹤0.01%	585
2020 Q4	$2K	Hold	454	–	–	﹤0.01%	585
2020 Q3	$1K	Hold	454	–	–	﹤0.01%	621
2020 Q2	$2K	Hold	454	–	–	﹤0.01%	572
2020 Q1	$1K	Sell	454 -306	-40%	-$1.57K	﹤0.01%	584
2019 Q4	$5K	Sell	760 -6	-0.8%	-$38	﹤0.01%	514
2019 Q3	$5K	Sell	766 -534	-41%	-$3.46K	﹤0.01%	518
2019 Q2	$9K	Sell	1,300 -191	-13%	-$1.2K	﹤0.01%	409
2019 Q1	$10K	Buy	1,491 +249	+20%	+$1.76K	﹤0.01%	345
2018 Q4	$8K	Buy	1,242 +1,054	+561%	+$6.77K	﹤0.01%	381
2018 Q3	$1K	Buy	+188	New	+$1.01K	﹤0.01%	539

Other funds holding ITUB

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

TD Ameritrade Investment Management's ITUB Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Itaú Unibanco (ITUB) in Q3 2023, closing a stake of 95 shares.

TD Ameritrade Investment Management first reported a position in ITUB in Q3 2018 and held it in 20 quarters. The position peaked at $10K in Q1 2019. 284 funds tracked by Wall St. Rank hold ITUB as of Q3 2023.

TD Ameritrade Investment Management reported no remaining Itaú Unibanco position as of Q3 2023 after selling out during the quarter.
TD Ameritrade Investment Management sold 95 Itaú Unibanco shares in Q3 2023.
TD Ameritrade Investment Management first reported a position in Itaú Unibanco in Q3 2018 and held it in 20 quarters.
TD Ameritrade Investment Management's Itaú Unibanco position peaked at $10K in Q1 2019.
284 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.