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WealthBridge Capital Management’s Itaú Unibanco ITUB Stock Holding History

WealthBridge Capital Management’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
2019
Q1 		– Sell
-814
Closed -$5K – 1017
2018
Q4 		$5K Buy
+814
New +$5.23K ﹤0.01% 642

Other funds holding ITUB

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WealthBridge Capital Management's ITUB Position: Q1 2019 in Review

WealthBridge Capital Management sold out of Itaú Unibanco (ITUB) in Q1 2019, closing a stake of 814 shares — an estimated $5K sold.

WealthBridge Capital Management first reported a position in ITUB in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 343 funds tracked by Wall St. Rank hold ITUB as of Q1 2019.

  • WealthBridge Capital Management reported no remaining Itaú Unibanco position as of Q1 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 814 Itaú Unibanco shares in Q1 2019, an estimated $5K.
  • WealthBridge Capital Management first reported a position in Itaú Unibanco in Q4 2018 and held it in 1 quarter.
  • WealthBridge Capital Management's Itaú Unibanco position peaked at $5K in Q4 2018.
  • 343 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2019.

Based on WealthBridge Capital Management's 13F filing for Q1 2019, filed 15 May 2019.