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Bartlett & Co Wealth Management’s Banco Bradesco BBD Stock Holding History

Bartlett & Co 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
Q1 		– Sell
-6,376
Closed -$22.9K – 1142
2023
Q4 		$22.9K Hold
6,376
– – ﹤0.01% 861
2023
Q3 		$18.2K Hold
6,376
– – ﹤0.01% 840
2023
Q2 		$22.3K Buy
+6,376
New +$19.7K ﹤0.01% 803

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Wellington Management Group
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Franklin Resources
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CCM
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UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bartlett & Co Wealth Management's BBD Position: Q1 2024 in Review

Bartlett & Co Wealth Management sold out of Banco Bradesco (BBD) in Q1 2024, closing a stake of 6,376 shares — an estimated $22.9K sold.

Bartlett & Co Wealth Management first reported a position in BBD in Q2 2023 and held it in 3 quarters. The position peaked at $22.9K in Q4 2023. 243 funds tracked by Wall St. Rank hold BBD as of Q1 2024.

  • Bartlett & Co Wealth Management reported no remaining Banco Bradesco position as of Q1 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 6,376 Banco Bradesco shares in Q1 2024, an estimated $22.9K.
  • Bartlett & Co Wealth Management first reported a position in Banco Bradesco in Q2 2023 and held it in 3 quarters.
  • Bartlett & Co Wealth Management's Banco Bradesco position peaked at $22.9K in Q4 2023.
  • 243 funds tracked by Wall St. Rank held Banco Bradesco as of Q1 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.