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KCS Wealth Advisory

SEC CIK
0001697719
Latest filing
Nov 3, 2023

ITUB holding history

Itau Unibanco Holding S.A. in every 13F filed by KCS Wealth Advisory, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ITUB overviewAll 13F holders of ITUBFull Q3 2023 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2021
Holdings of ITUB by KCS Wealth Advisory, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−17,401−100.0%Sold outHolders
Q1 202317,401$84.7K<0.1%−28,846−62.4%ReducedHolders
Q4 202246,247$217.4K0.1%+26,393+132.9%AddedHolders
Q3 202219,854$103.0K<0.1%−497−2.4%ReducedHolders
Q2 202220,351$87.0K<0.1%00.0%UnchangedHolders
Q1 202220,351$116.0K0.1%+1,176+6.1%AddedHolders
Q4 202119,175$72.0K<0.1%−41,610−68.5%ReducedHolders
Q3 202160,785$320.0K0.2%+1,970+3.3%AddedHolders
Q2 202158,815$353.0K0.2%+32,839+126.4%AddedHolders
Q1 202125,976$129.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.