WealthOne’s Itaú Unibanco ITUB Stock Holding History

WealthOne’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	-319	Closed	-$2K	–	305
2018 Q4	$2K	Buy	+319	New	+$2.05K	﹤0.01%	563

Other funds holding ITUB

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WealthOne's ITUB Position: Q1 2019 in Review

WealthOne sold out of Itaú Unibanco (ITUB) in Q1 2019, closing a stake of 319 shares — an estimated $2K sold.

WealthOne first reported a position in ITUB in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 343 funds tracked by Wall St. Rank hold ITUB as of Q1 2019.

WealthOne reported no remaining Itaú Unibanco position as of Q1 2019 after selling out during the quarter.
WealthOne sold 319 Itaú Unibanco shares in Q1 2019, an estimated $2K.
WealthOne first reported a position in Itaú Unibanco in Q4 2018 and held it in 1 quarter.
WealthOne's Itaú Unibanco position peaked at $2K in Q4 2018.
343 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.