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YorkBridge Wealth Partners’s Itaú Unibanco ITUB Stock Holding History

YorkBridge Wealth Partners’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
Q1 		– Sell
-68,801
Closed -$228K – 289
2021
Q4 		$228K Sell
68,801
-29,275
-30% -$105K 0.05% 264
2021
Q3 		$376K Buy
98,076
+6,440
+7% +$26.4K 0.09% 176
2021
Q2 		$401K Buy
91,636
+150
+0.2% +$605 0.1% 151
2021
Q1 		$330K Buy
91,486
+31,950
+54% +$121K 0.1% 177
2020
Q4 		$264K Sell
59,536
-10,764
-15% -$40.3K 0.09% 161
2020
Q3 		$204K Buy
70,300
+61
+0.1% +$207 0.09% 170
2020
Q2 		$240K Buy
70,239
+40,860
+139% +$133K 0.11% 151
2020
Q1 		$96K Sell
29,379
-1,152
-4% -$5.91K 0.06% 154
2019
Q4 		$203K Buy
30,531
+513
+2% +$3.21K 0.09% 182
2019
Q3 		$184K Sell
30,018
-448
-1% -$2.91K 0.09% 170
2019
Q2 		$209K Sell
30,466
-1,473
-5% -$9.27K 0.09% 169
2019
Q1 		$205K Sell
31,939
-11,394
-26% -$80.6K 0.09% 159
2018
Q4 		$288K Sell
43,333
-1,263
-3% -$8.12K 0.15% 128
2018
Q3 		$235K Buy
44,596
+53
+0.1% +$285 0.11% 154
2018
Q2 		$224K Buy
44,543
+9,434
+27% +$58.6K 0.1% 164
2018
Q1 		$259K Buy
35,109
+4,714
+16% +$35.3K 0.12% 158
2017
Q4 		$228K Buy
30,395
+3,495
+13% +$22.3K 0.11% 164
2017
Q3 		$179K Buy
26,900
+45
+0.2% +$275 0.09% 188
2017
Q2 		$146K Buy
26,855
+998
+4% +$5.6K 0.08% 203
2017
Q1 		$159K Buy
25,857
+1,117
+5% +$6.62K 0.08% 191
2016
Q4 		$123K Buy
+24,740
New +$127K 0.07% 207

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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

YorkBridge Wealth Partners's ITUB Position: Q1 2022 in Review

YorkBridge Wealth Partners sold out of Itaú Unibanco (ITUB) in Q1 2022, closing a stake of 68,801 shares — an estimated $228K sold.

YorkBridge Wealth Partners first reported a position in ITUB in Q4 2016 and held it in 21 quarters. The position peaked at $401K in Q2 2021. 277 funds tracked by Wall St. Rank hold ITUB as of Q1 2022.

  • YorkBridge Wealth Partners reported no remaining Itaú Unibanco position as of Q1 2022 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 68,801 Itaú Unibanco shares in Q1 2022, an estimated $228K.
  • YorkBridge Wealth Partners first reported a position in Itaú Unibanco in Q4 2016 and held it in 21 quarters.
  • YorkBridge Wealth Partners's Itaú Unibanco position peaked at $401K in Q2 2021.
  • 277 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2022, filed 15 Apr 2022.