Avior Wealth Management’s Banco Bradesco BBD Stock Holding History

Avior Wealth Management’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
2024 Q2	–	Sell	-6,677	Closed	-$19.1K	–	2408
2024 Q1	$19.1K	Buy	+6,677	New	+$19.9K	﹤0.01%	1626
2023 Q2	–	Sell	-600	Closed	-$1.57K	–	1569
2023 Q1	$1.57K	Hold	600	–	–	﹤0.01%	1420
2022 Q4	$1.73K	Hold	600	–	–	﹤0.01%	1060
2022 Q3	$2K	Hold	600	–	–	﹤0.01%	1014
2022 Q2	$1K	Sell	600 -48	-7%	-$184	﹤0.01%	974
2022 Q1	$2K	Hold	648	–	–	﹤0.01%	971
2021 Q4	$2K	Buy	648 +213	+49%	+$704	﹤0.01%	961
2021 Q3	$1K	Sell	435 -102	-19%	-$406	﹤0.01%	974
2021 Q2	$2K	Hold	537	–	–	﹤0.01%	889
2021 Q1	$2K	Hold	537	–	–	﹤0.01%	896
2020 Q4	$2K	Hold	537	–	–	﹤0.01%	864
2020 Q3	$1K	Hold	537	–	–	﹤0.01%	848
2020 Q2	$1K	Sell	537 -1	-0.2%	-$3	﹤0.01%	822
2020 Q1	$1K	Buy	538 +260	+94%	+$1.34K	﹤0.01%	706
2019 Q4	$1K	Sell	278 -145	-34%	-$908	﹤0.01%	736
2019 Q3	$2K	Buy	423 +74	+21%	+$490	﹤0.01%	670
2019 Q2	$3K	Buy	+349	New	+$2.38K	﹤0.01%	692

Other funds holding BBD

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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Avior Wealth Management's BBD Position: Q2 2024 in Review

Avior Wealth Management sold out of Banco Bradesco (BBD) in Q2 2024, closing a stake of 6,677 shares — an estimated $19.1K sold.

Avior Wealth Management first reported a position in BBD in Q2 2019 and held it in 17 quarters. The position peaked at $19.1K in Q1 2024. 244 funds tracked by Wall St. Rank hold BBD as of Q2 2024.

Avior Wealth Management reported no remaining Banco Bradesco position as of Q2 2024 after selling out during the quarter.
Avior Wealth Management sold 6,677 Banco Bradesco shares in Q2 2024, an estimated $19.1K.
Avior Wealth Management first reported a position in Banco Bradesco in Q2 2019 and held it in 17 quarters.
Avior Wealth Management's Banco Bradesco position peaked at $19.1K in Q1 2024.
244 funds tracked by Wall St. Rank held Banco Bradesco as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.