WA
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Wambolt & Associates’s Itaú Unibanco ITUB Stock Holding History

Wambolt & Associates’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
2024
Q1 		– Sell
-11,933
Closed -$73.2K – 235
2023
Q4 		$73.2K Hold
11,933
– – 0.02% 235
2023
Q3 		$55.8K Sell
11,933
-2,273
-16% -$11.3K 0.02% 241
2023
Q2 		$74K Sell
14,206
-1,339
-9% -$6.33K 0.03% 248
2023
Q1 		$64.6K Hold
15,545
– – 0.02% 257
2022
Q4 		$64.6K Hold
15,545
– – 0.02% 238
2022
Q3 		$71K Hold
15,545
– – 0.03% 230
2022
Q2 		$59K Hold
15,545
– – 0.02% 235
2022
Q1 		$80K Sell
15,545
-1,123
-7% -$4.73K 0.03% 235
2021
Q4 		$55K Sell
16,668
-3,550
-18% -$12.8K 0.02% 239
2021
Q3 		$81K Hold
20,218
– – 0.03% 238
2021
Q2 		$86K Sell
20,218
-1,131
-5% -$4.56K 0.04% 244
2021
Q1 		$74K Buy
+21,349
New +$80.6K 0.04% 213

Other funds holding ITUB

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wambolt & Associates's ITUB Position: Q1 2024 in Review

Wambolt & Associates sold out of Itaú Unibanco (ITUB) in Q1 2024, closing a stake of 11,933 shares — an estimated $73.2K sold.

Wambolt & Associates first reported a position in ITUB in Q1 2021 and held it in 12 quarters. The position peaked at $86K in Q2 2021. 323 funds tracked by Wall St. Rank hold ITUB as of Q1 2024.

  • Wambolt & Associates reported no remaining Itaú Unibanco position as of Q1 2024 after selling out during the quarter.
  • Wambolt & Associates sold 11,933 Itaú Unibanco shares in Q1 2024, an estimated $73.2K.
  • Wambolt & Associates first reported a position in Itaú Unibanco in Q1 2021 and held it in 12 quarters.
  • Wambolt & Associates's Itaú Unibanco position peaked at $86K in Q2 2021.
  • 323 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2024.

Based on Wambolt & Associates's 13F filing for Q1 2024, filed 30 Apr 2024.