FTDI
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First Trust Direct Indexing’s Banco Bradesco BBD Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-11,568
Closed -$30.8K – 94
2024
Q3 		$30.8K Sell
11,568
-4,724
-29% -$12.1K ﹤0.01% 977
2024
Q2 		$36.5K Sell
16,292
-11,773
-42% -$30.4K ﹤0.01% 907
2024
Q1 		$80.3K Sell
28,065
-17,180
-38% -$51.2K 0.01% 788
2023
Q4 		$158K Buy
45,245
+3,570
+9% +$11.2K 0.01% 722
2023
Q3 		$119K Buy
41,675
+6,575
+19% +$20.8K 0.01% 670
2023
Q2 		$121K Sell
35,100
-3,595
-9% -$11.1K 0.01% 685
2023
Q1 		$101K Buy
38,695
+14,202
+58% +$37.8K 0.01% 678
2022
Q4 		$70.5K Sell
24,493
-49,615
-67% -$161K 0.01% 671
2022
Q3 		$273K Buy
74,108
+41,389
+126% +$146K 0.04% 494
2022
Q2 		$107K Sell
32,719
-35,632
-52% -$137K 0.01% 615
2022
Q1 		$288K Buy
68,351
+11,835
+21% +$43.4K 0.04% 519
2021
Q4 		$176K Buy
56,516
+403
+0.7% +$1.33K 0.02% 618
2021
Q3 		$195K Sell
56,113
-10,679
-16% -$42.5K 0.03% 595
2021
Q2 		$311K Buy
+66,792
New +$290K 0.05% 454
2021
Q1 		– Sell
-6,258
Closed -$27K – 457
2020
Q4 		$27K Buy
+6,258
New +$22.9K 0.01% 840

Other funds holding BBD

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

First Trust Direct Indexing's BBD Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Banco Bradesco (BBD) in Q4 2024, closing a stake of 11,568 shares — an estimated $30.8K sold.

First Trust Direct Indexing first reported a position in BBD in Q4 2020 and held it in 15 quarters. The position peaked at $311K in Q2 2021. 228 funds tracked by Wall St. Rank hold BBD as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Banco Bradesco position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 11,568 Banco Bradesco shares in Q4 2024, an estimated $30.8K.
  • First Trust Direct Indexing first reported a position in Banco Bradesco in Q4 2020 and held it in 15 quarters.
  • First Trust Direct Indexing's Banco Bradesco position peaked at $311K in Q2 2021.
  • 228 funds tracked by Wall St. Rank held Banco Bradesco as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.