WTC
ITUB icon

WhitTier Trust Company’s Itaú Unibanco ITUB Stock Holding History

WhitTier Trust Company’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
Q4 		– Sell
-16,272
Closed -$95.5K – 1380
2024
Q3 		$95.5K Buy
16,272
+215
+1% +$1.21K ﹤0.01% 606
2024
Q2 		$82.8K Buy
16,057
+8,253
+106% +$45.2K ﹤0.01% 594
2024
Q1 		$47.7K Buy
7,804
+6,642
+572% +$40K ﹤0.01% 691
2023
Q4 		$7.13K Buy
+1,162
New +$6.16K ﹤0.01% 987
2018
Q4 		– Sell
-34,217
Closed -$182K – 1067
2018
Q3 		$182K Sell
34,217
-6,386
-16% -$34.3K 0.01% 409
2018
Q2 		$204K Sell
40,603
-1,198
-3% -$7.44K 0.02% 386
2018
Q1 		$316K Buy
41,801
+40,603
+3,389% +$304K 0.03% 322
2017
Q4 		$8K Hold
1,198
– – ﹤0.01% 818
2017
Q3 		$8K Hold
1,198
– – ﹤0.01% 810
2017
Q2 		$6K Hold
1,198
– – ﹤0.01% 814
2017
Q1 		$7K Hold
1,198
– – ﹤0.01% 808
2016
Q4 		$6K Sell
1,198
-2
-0.2% -$10 ﹤0.01% 829
2016
Q3 		$6K Sell
1,200
-1,152
-49% -$5.45K ﹤0.01% 807
2016
Q2 		$10K Hold
2,352
– – ﹤0.01% 770
2016
Q1 		$9K Hold
2,352
– – ﹤0.01% 789
2015
Q4 		$7K Hold
2,352
– – ﹤0.01% 794
2015
Q3 		$7K Hold
2,352
– – ﹤0.01% 800
2015
Q2 		$10K Hold
2,352
– – ﹤0.01% 789
2015
Q1 		$10K Hold
2,352
– – ﹤0.01% 793
2014
Q4 		$12K Hold
2,352
– – ﹤0.01% 774
2014
Q3 		$13K Hold
2,352
– – ﹤0.01% 764
2014
Q2 		$14K Sell
2,352
-2
-0.1% -$12 ﹤0.01% 758
2014
Q1 		$13K Hold
2,354
– – ﹤0.01% 788
2013
Q4 		$12K Hold
2,354
– – ﹤0.01% 749
2013
Q3 		$12K Hold
2,354
– – ﹤0.01% 737
2013
Q2 		$11K Buy
+2,354
New +$12.8K ﹤0.01% 735

Other funds holding ITUB

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WhitTier Trust Company's ITUB Position: Q4 2024 in Review

WhitTier Trust Company sold out of Itaú Unibanco (ITUB) in Q4 2024, closing a stake of 16,272 shares — an estimated $95.5K sold.

WhitTier Trust Company first reported a position in ITUB in Q2 2013 and held it in 26 quarters. The position peaked at $316K in Q1 2018. 332 funds tracked by Wall St. Rank hold ITUB as of Q4 2024.

  • WhitTier Trust Company reported no remaining Itaú Unibanco position as of Q4 2024 after selling out during the quarter.
  • WhitTier Trust Company sold 16,272 Itaú Unibanco shares in Q4 2024, an estimated $95.5K.
  • WhitTier Trust Company first reported a position in Itaú Unibanco in Q2 2013 and held it in 26 quarters.
  • WhitTier Trust Company's Itaú Unibanco position peaked at $316K in Q1 2018.
  • 332 funds tracked by Wall St. Rank held Itaú Unibanco as of Q4 2024.

Based on WhitTier Trust Company's 13F filing for Q4 2024, filed 11 Feb 2025.