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Axxcess Wealth Management’s Banco Bradesco BBD Stock Holding History

Axxcess 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
2022
Q4 		– Sell
-10,426
Closed -$38K – 615
2022
Q3 		$38K Sell
10,426
-51
-0.5% -$180 ﹤0.01% 538
2022
Q2 		$34K Buy
+10,477
New +$40.3K ﹤0.01% 532

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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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Axxcess Wealth Management's BBD Position: Q4 2022 in Review

Axxcess Wealth Management sold out of Banco Bradesco (BBD) in Q4 2022, closing a stake of 10,426 shares — an estimated $38K sold.

Axxcess Wealth Management first reported a position in BBD in Q2 2022 and held it in 2 quarters. The position peaked at $38K in Q3 2022. 216 funds tracked by Wall St. Rank hold BBD as of Q4 2022.

  • Axxcess Wealth Management reported no remaining Banco Bradesco position as of Q4 2022 after selling out during the quarter.
  • Axxcess Wealth Management sold 10,426 Banco Bradesco shares in Q4 2022, an estimated $38K.
  • Axxcess Wealth Management first reported a position in Banco Bradesco in Q2 2022 and held it in 2 quarters.
  • Axxcess Wealth Management's Banco Bradesco position peaked at $38K in Q3 2022.
  • 216 funds tracked by Wall St. Rank held Banco Bradesco as of Q4 2022.

Based on Axxcess Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.