Evolution Wealth Advisors’s Banco Bradesco BBD Stock Holding History

Evolution Wealth 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
2021 Q4	–	Sell	-3,630	Closed	-$13K	–	195
2021 Q3	$13K	Hold	3,630	–	–	﹤0.01%	365
2021 Q2	$17K	Hold	3,630	–	–	﹤0.01%	324
2021 Q1	$14K	Hold	3,630	–	–	﹤0.01%	351
2020 Q4	$16K	Hold	3,630	–	–	﹤0.01%	285
2020 Q3	$10K	Hold	3,630	–	–	﹤0.01%	347
2020 Q2	$11K	Buy	+3,630	New	+$11K	﹤0.01%	270

Other funds holding BBD

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

SIM

Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Evolution Wealth Advisors's BBD Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Banco Bradesco (BBD) in Q4 2021, closing a stake of 3,630 shares — an estimated $13K sold.

Evolution Wealth Advisors first reported a position in BBD in Q2 2020 and held it in 6 quarters. The position peaked at $17K in Q2 2021. 233 funds tracked by Wall St. Rank hold BBD as of Q4 2021.

Evolution Wealth Advisors reported no remaining Banco Bradesco position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 3,630 Banco Bradesco shares in Q4 2021, an estimated $13K.
Evolution Wealth Advisors first reported a position in Banco Bradesco in Q2 2020 and held it in 6 quarters.
Evolution Wealth Advisors's Banco Bradesco position peaked at $17K in Q2 2021.
233 funds tracked by Wall St. Rank held Banco Bradesco as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.