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Tyler-Stone Wealth Management’s Itaú Unibanco ITUB Stock Holding History

Tyler-Stone 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
2022
Q4 		$1K Hold
218
– – ﹤0.01% 814
2022
Q3 		$1K Hold
218
– – ﹤0.01% 807
2022
Q2 		$1K Hold
218
– – ﹤0.01% 816
2022
Q1 		$1K Hold
218
– – ﹤0.01% 793
2021
Q4 		$1K Buy
+218
New +$785 ﹤0.01% 867

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
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Tyler-Stone Wealth Management's ITUB Position: Q4 2022 in Review

Tyler-Stone Wealth Management held its Itaú Unibanco (ITUB) position steady in Q4 2022 at 218 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #814.

Tyler-Stone Wealth Management first reported a position in ITUB in Q4 2021 and has held it in 5 quarters since. 288 funds tracked by Wall St. Rank hold ITUB as of Q4 2022.

  • Tyler-Stone Wealth Management held 218 shares of Itaú Unibanco worth $1K as of Q4 2022.
  • Tyler-Stone Wealth Management left its Itaú Unibanco share count unchanged in Q4 2022.
  • Itaú Unibanco made up ﹤0.01% of Tyler-Stone Wealth Management's portfolio in Q4 2022, its #814 holding.
  • Tyler-Stone Wealth Management first reported a position in Itaú Unibanco in Q4 2021 and has held it in 5 quarters since.
  • 288 funds tracked by Wall St. Rank held Itaú Unibanco as of Q4 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.