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Wealthspire Advisors (New York)’s Itaú Unibanco ITUB Stock Holding History

Wealthspire Advisors (New York)’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
-3,498
Closed -$23K – 416
2018
Q4 		$23K Buy
+3,498
New +$22.5K ﹤0.01% 313

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

Wealthspire Advisors (New York)'s ITUB Position: Q1 2019 in Review

Wealthspire Advisors (New York) sold out of Itaú Unibanco (ITUB) in Q1 2019, closing a stake of 3,498 shares — an estimated $23K sold.

Wealthspire Advisors (New York) first reported a position in ITUB in Q4 2018 and held it in 1 quarter. The position peaked at $23K in Q4 2018. 343 funds tracked by Wall St. Rank hold ITUB as of Q1 2019.

  • Wealthspire Advisors (New York) reported no remaining Itaú Unibanco position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 3,498 Itaú Unibanco shares in Q1 2019, an estimated $23K.
  • Wealthspire Advisors (New York) first reported a position in Itaú Unibanco in Q4 2018 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Itaú Unibanco position peaked at $23K in Q4 2018.
  • 343 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2019.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2019, filed 8 May 2019.