WealthStone’s Itaú Unibanco ITUB Stock Holding History

WealthStone’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
2021 Q1	$59K	Buy	16,500 +468	+3%	+$1.77K	0.02%	273
2020 Q4	$71K	Buy	+16,032	New	+$60K	0.03%	248
2019 Q3	–	Sell	-371	Closed	-$2.54K	–	321
2019 Q2	$2.54K	Buy	+371	New	+$2.33K	﹤0.01%	488

Other funds holding ITUB

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

WealthStone's ITUB Position: Q1 2021 in Review

WealthStone increased its Itaú Unibanco (ITUB) stake by 2.9% in Q1 2021, buying an estimated $1.77K and bringing the position to 16,500 shares worth $59K. The position accounts for 0.02% of the portfolio, ranked #273.

WealthStone first reported a position in ITUB in Q2 2019 and has held it in 3 quarters since. The position peaked at $71K in Q4 2020. 301 funds tracked by Wall St. Rank hold ITUB as of Q1 2021.

WealthStone held 16,500 shares of Itaú Unibanco worth $59K as of Q1 2021.
WealthStone bought 468 Itaú Unibanco shares in Q1 2021, an estimated $1.77K.
Itaú Unibanco made up 0.02% of WealthStone's portfolio in Q1 2021, its #273 holding.
WealthStone first reported a position in Itaú Unibanco in Q2 2019 and has held it in 3 quarters since.
WealthStone's Itaú Unibanco position peaked at $71K in Q4 2020.
301 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.