XS
ITUB icon

XR Securities’s Itaú Unibanco ITUB Stock Holding History

XR Securities’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
2023
Q2 		– Sell
-11,330
Closed -$48.7K – 422
2023
Q1 		$48.7K Sell
11,330
-1,700
-13% -$7.21K ﹤0.01% 401
2022
Q4 		$54.2K Buy
13,030
+1,133
+10% +$5.15K 0.01% 487
2022
Q3 		$33K Hold
11,897
– – 0.02% 264
2022
Q2 		$30K Sell
11,897
-5,325
-31% -$23.6K 0.01% 290
2022
Q1 		$49K Buy
17,222
+5,892
+52% +$24.8K 0.01% 257
2021
Q4 		$37K Buy
+11,330
New +$40.8K ﹤0.01% 343

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return