WFA
ITUB icon

Wipfli Financial Advisors’s Itaú Unibanco ITUB Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$2K Buy
+392
New +$1.67K ﹤0.01% 2294

Other funds holding ITUB

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Goldman Sachs
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
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Wipfli Financial Advisors's ITUB Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Itaú Unibanco (ITUB) in Q3 2022: 392 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #2294 among its holdings.

267 funds tracked by Wall St. Rank hold ITUB as of Q3 2022.

  • Wipfli Financial Advisors held 392 shares of Itaú Unibanco worth $2K as of Q3 2022.
  • Itaú Unibanco was a new Wipfli Financial Advisors position in Q3 2022.
  • Itaú Unibanco made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2294 holding.
  • 267 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.