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Washington Trust Advisors’s Itaú Unibanco ITUB Stock Holding History

Washington Trust 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
2022
Q3 		– Sell
-1,996
Closed -$8K – 916
2022
Q2 		$8K Hold
1,996
– – ﹤0.01% 666
2022
Q1 		$10K Hold
1,996
– – ﹤0.01% 707
2021
Q4 		$7K Buy
+1,996
New +$7.19K ﹤0.01% 789

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
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Washington Trust Advisors's ITUB Position: Q3 2022 in Review

Washington Trust Advisors sold out of Itaú Unibanco (ITUB) in Q3 2022, closing a stake of 1,996 shares — an estimated $8K sold.

Washington Trust Advisors first reported a position in ITUB in Q4 2021 and held it in 3 quarters. The position peaked at $10K in Q1 2022. 267 funds tracked by Wall St. Rank hold ITUB as of Q3 2022.

  • Washington Trust Advisors reported no remaining Itaú Unibanco position as of Q3 2022 after selling out during the quarter.
  • Washington Trust Advisors sold 1,996 Itaú Unibanco shares in Q3 2022, an estimated $8K.
  • Washington Trust Advisors first reported a position in Itaú Unibanco in Q4 2021 and held it in 3 quarters.
  • Washington Trust Advisors's Itaú Unibanco position peaked at $10K in Q1 2022.
  • 267 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2022.

Based on Washington Trust Advisors's 13F filing for Q3 2022, filed 14 Oct 2022.