Valeo Financial Advisors’s Itaú Unibanco ITUB Stock Holding History

Valeo Financial Advisors’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
2021 Q2	–	Sell	-372	Closed	-$1K	–	1162
2021 Q1	$1K	Hold	372	–	–	﹤0.01%	1898
2020 Q4	$2K	Hold	372	–	–	﹤0.01%	1521
2020 Q3	$1K	Hold	372	–	–	﹤0.01%	1485
2020 Q2	$1K	Hold	372	–	–	﹤0.01%	1901
2020 Q1	$1K	Hold	372	–	–	﹤0.01%	1662
2019 Q4	$2K	Hold	372	–	–	﹤0.01%	1461
2019 Q3	$2K	Hold	372	–	–	﹤0.01%	1385
2019 Q2	$3K	Hold	372	–	–	﹤0.01%	1333
2019 Q1	$2K	Hold	372	–	–	﹤0.01%	1362
2018 Q4	$2K	Sell	372 -1	-0.3%	-$6	﹤0.01%	1286
2018 Q3	$2K	Hold	373	–	–	﹤0.01%	1475
2018 Q2	$2K	Hold	373	–	–	﹤0.01%	1349
2018 Q1	$3K	Buy	+373	New	+$2.79K	﹤0.01%	1258

Other funds holding ITUB

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Valeo Financial Advisors's ITUB Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Itaú Unibanco (ITUB) in Q2 2021, closing a stake of 372 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in ITUB in Q1 2018 and held it in 13 quarters. The position peaked at $3K in Q2 2019. 302 funds tracked by Wall St. Rank hold ITUB as of Q2 2021.

Valeo Financial Advisors reported no remaining Itaú Unibanco position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 372 Itaú Unibanco shares in Q2 2021, an estimated $1K.
Valeo Financial Advisors first reported a position in Itaú Unibanco in Q1 2018 and held it in 13 quarters.
Valeo Financial Advisors's Itaú Unibanco position peaked at $3K in Q2 2019.
302 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.