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Belpointe Asset Management’s Banco Bradesco BBD Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-80
Closed -$210 – 833
2023
Q1 		$210 Hold
80
– – ﹤0.01% 3672
2022
Q4 		$230 Buy
+80
New +$259 ﹤0.01% 3620

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Wellington Management Group
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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
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
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
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Belpointe Asset Management's BBD Position: Q2 2023 in Review

Belpointe Asset Management sold out of Banco Bradesco (BBD) in Q2 2023, closing a stake of 80 shares — an estimated $210 sold.

Belpointe Asset Management first reported a position in BBD in Q4 2022 and held it in 2 quarters. The position peaked at $230 in Q4 2022. 227 funds tracked by Wall St. Rank hold BBD as of Q2 2023.

  • Belpointe Asset Management reported no remaining Banco Bradesco position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 80 Banco Bradesco shares in Q2 2023, an estimated $210.
  • Belpointe Asset Management first reported a position in Banco Bradesco in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Banco Bradesco position peaked at $230 in Q4 2022.
  • 227 funds tracked by Wall St. Rank held Banco Bradesco as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.