Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Banco Bradesco BBD Stock Holding History

Envestnet Portfolio Solutions’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
Q2 		– Sell
-10,220
Closed -$29.2K – 1634
2024
Q1 		$29.2K Sell
10,220
-4,534
-31% -$13.5K ﹤0.01% 1595
2023
Q4 		$51.6K Buy
14,754
+2,247
+18% +$7.05K ﹤0.01% 1527
2023
Q3 		$35.6K Buy
+12,507
New +$39.6K ﹤0.01% 1476

Other funds holding BBD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Envestnet Portfolio Solutions's BBD Position: Q2 2024 in Review

Envestnet Portfolio Solutions sold out of Banco Bradesco (BBD) in Q2 2024, closing a stake of 10,220 shares — an estimated $29.2K sold.

Envestnet Portfolio Solutions first reported a position in BBD in Q3 2023 and held it in 3 quarters. The position peaked at $51.6K in Q4 2023. 244 funds tracked by Wall St. Rank hold BBD as of Q2 2024.

  • Envestnet Portfolio Solutions reported no remaining Banco Bradesco position as of Q2 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 10,220 Banco Bradesco shares in Q2 2024, an estimated $29.2K.
  • Envestnet Portfolio Solutions first reported a position in Banco Bradesco in Q3 2023 and held it in 3 quarters.
  • Envestnet Portfolio Solutions's Banco Bradesco position peaked at $51.6K in Q4 2023.
  • 244 funds tracked by Wall St. Rank held Banco Bradesco as of Q2 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2024, filed 16 Jul 2024.