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Advisornet Financial’s Banco Bradesco BBD Stock Holding History

Advisornet Financial’s Portfolio BBD Stock Details BBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-462
Closed -$1.32K – 2434
2023
Q3 		$1.32K Hold
462
– – ﹤0.01% 1742
2023
Q2 		$1.6K Buy
+462
New +$1.43K ﹤0.01% 1774

Other funds holding BBD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Advisornet Financial's BBD Position: Q4 2023 in Review

Advisornet Financial sold out of Banco Bradesco (BBD) in Q4 2023, closing a stake of 462 shares — an estimated $1.32K sold.

Advisornet Financial first reported a position in BBD in Q2 2023 and held it in 2 quarters. The position peaked at $1.6K in Q2 2023. 243 funds tracked by Wall St. Rank hold BBD as of Q4 2023.

  • Advisornet Financial reported no remaining Banco Bradesco position as of Q4 2023 after selling out during the quarter.
  • Advisornet Financial sold 462 Banco Bradesco shares in Q4 2023, an estimated $1.32K.
  • Advisornet Financial first reported a position in Banco Bradesco in Q2 2023 and held it in 2 quarters.
  • Advisornet Financial's Banco Bradesco position peaked at $1.6K in Q2 2023.
  • 243 funds tracked by Wall St. Rank held Banco Bradesco as of Q4 2023.

Based on Advisornet Financial's 13F filing for Q4 2023, filed 19 Jan 2024.