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Beacon Pointe Advisors’s Banco Bradesco BBD Stock Holding History

Beacon Pointe Advisors’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
Q3 		– Sell
-12,956
Closed -$29K – 1233
2024
Q2 		$29K Sell
12,956
-2,593
-17% -$6.7K ﹤0.01% 1251
2024
Q1 		$44.5K Sell
15,549
-3,401
-18% -$10.1K ﹤0.01% 1332
2023
Q4 		$66.3K Buy
18,950
+2,385
+14% +$7.48K ﹤0.01% 1289
2023
Q3 		$47.2K Buy
16,565
+680
+4% +$2.15K ﹤0.01% 1309
2023
Q2 		$55K Buy
15,885
+3,018
+23% +$9.32K ﹤0.01% 1063
2023
Q1 		$33.7K Buy
+12,867
New +$34.2K ﹤0.01% 1124

Other funds holding BBD

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Beacon Pointe Advisors's BBD Position: Q3 2024 in Review

Beacon Pointe Advisors sold out of Banco Bradesco (BBD) in Q3 2024, closing a stake of 12,956 shares — an estimated $29K sold.

Beacon Pointe Advisors first reported a position in BBD in Q1 2023 and held it in 6 quarters. The position peaked at $66.3K in Q4 2023. 240 funds tracked by Wall St. Rank hold BBD as of Q3 2024.

  • Beacon Pointe Advisors reported no remaining Banco Bradesco position as of Q3 2024 after selling out during the quarter.
  • Beacon Pointe Advisors sold 12,956 Banco Bradesco shares in Q3 2024, an estimated $29K.
  • Beacon Pointe Advisors first reported a position in Banco Bradesco in Q1 2023 and held it in 6 quarters.
  • Beacon Pointe Advisors's Banco Bradesco position peaked at $66.3K in Q4 2023.
  • 240 funds tracked by Wall St. Rank held Banco Bradesco as of Q3 2024.

Based on Beacon Pointe Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.