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Endowment Wealth Management’s Banco Bradesco BBD Stock Holding History

Endowment 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
2023
Q1 		– Sell
-16,829
Closed -$48.5K – 134
2022
Q4 		$48.5K Buy
16,829
+393
+2% +$1.27K 0.05% 127
2022
Q3 		$60K Sell
16,436
-218
-1% -$769 0.07% 113
2022
Q2 		$54K Sell
16,654
-102
-0.6% -$392 0.07% 110
2022
Q1 		$71K Buy
+16,756
New +$61.5K 0.07% 119

Other funds holding BBD

SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Endowment Wealth Management's BBD Position: Q1 2023 in Review

Endowment Wealth Management sold out of Banco Bradesco (BBD) in Q1 2023, closing a stake of 16,829 shares — an estimated $48.5K sold.

Endowment Wealth Management first reported a position in BBD in Q1 2022 and held it in 4 quarters. The position peaked at $71K in Q1 2022. 218 funds tracked by Wall St. Rank hold BBD as of Q1 2023.

  • Endowment Wealth Management reported no remaining Banco Bradesco position as of Q1 2023 after selling out during the quarter.
  • Endowment Wealth Management sold 16,829 Banco Bradesco shares in Q1 2023, an estimated $48.5K.
  • Endowment Wealth Management first reported a position in Banco Bradesco in Q1 2022 and held it in 4 quarters.
  • Endowment Wealth Management's Banco Bradesco position peaked at $71K in Q1 2022.
  • 218 funds tracked by Wall St. Rank held Banco Bradesco as of Q1 2023.

Based on Endowment Wealth Management's 13F filing for Q1 2023, filed 10 May 2023.