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Vident Investment Advisory’s Itaú Unibanco ITUB Stock Holding History

Vident Investment Advisory’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
-69,042
Closed -$359K – 522
2023
Q2 		$359K Buy
69,042
+47,838
+226% +$226K 0.01% 806
2023
Q1 		$91.1K Buy
+21,204
New +$89.9K ﹤0.01% 1172

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Vanguard Group
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

Vident Investment Advisory's ITUB Position: Q3 2023 in Review

Vident Investment Advisory sold out of Itaú Unibanco (ITUB) in Q3 2023, closing a stake of 69,042 shares — an estimated $359K sold.

Vident Investment Advisory first reported a position in ITUB in Q1 2023 and held it in 2 quarters. The position peaked at $359K in Q2 2023. 283 funds tracked by Wall St. Rank hold ITUB as of Q3 2023.

  • Vident Investment Advisory reported no remaining Itaú Unibanco position as of Q3 2023 after selling out during the quarter.
  • Vident Investment Advisory sold 69,042 Itaú Unibanco shares in Q3 2023, an estimated $359K.
  • Vident Investment Advisory first reported a position in Itaú Unibanco in Q1 2023 and held it in 2 quarters.
  • Vident Investment Advisory's Itaú Unibanco position peaked at $359K in Q2 2023.
  • 283 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2023.

Based on Vident Investment Advisory's 13F filing for Q3 2023.