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Wealth Advisory Solutions’s Itaú Unibanco ITUB Stock Holding History

Wealth Advisory Solutions’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
Q3 		– Sell
-16,133
Closed -$83.2K – 126
2024
Q2 		$83.2K Buy
+16,133
New +$88.3K 0.02% 124

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JP Morgan Chase
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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wealth Advisory Solutions's ITUB Position: Q3 2024 in Review

Wealth Advisory Solutions sold out of Itaú Unibanco (ITUB) in Q3 2024, closing a stake of 16,133 shares — an estimated $83.2K sold.

Wealth Advisory Solutions first reported a position in ITUB in Q2 2024 and held it in 1 quarter. The position peaked at $83.2K in Q2 2024. 346 funds tracked by Wall St. Rank hold ITUB as of Q3 2024.

  • Wealth Advisory Solutions reported no remaining Itaú Unibanco position as of Q3 2024 after selling out during the quarter.
  • Wealth Advisory Solutions sold 16,133 Itaú Unibanco shares in Q3 2024, an estimated $83.2K.
  • Wealth Advisory Solutions first reported a position in Itaú Unibanco in Q2 2024 and held it in 1 quarter.
  • Wealth Advisory Solutions's Itaú Unibanco position peaked at $83.2K in Q2 2024.
  • 346 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2024.

Based on Wealth Advisory Solutions's 13F filing for Q3 2024, filed 21 Oct 2024.