Glassman Wealth Services’s Banco Bradesco BBD Stock Holding History

Glassman Wealth Services’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 Q1	–	Sell	-1,555	Closed	-$5.44K	–	373
2023 Q4	$5.44K	Hold	1,555	–	–	﹤0.01%	1049
2023 Q3	$4.43K	Sell	1,555 -58	-4%	-$184	﹤0.01%	1107
2023 Q2	$5.58K	Buy	1,613 +58	+4%	+$179	﹤0.01%	969
2023 Q1	$4.07K	Buy	+1,555	New	+$4.14K	﹤0.01%	1065
2022 Q4	–	Sell	-2,981	Closed	-$11K	–	1934
2022 Q3	$11K	Sell	2,981 -30	-1%	-$106	﹤0.01%	760
2022 Q2	$10K	Sell	3,011 -1	-0%	-$4	﹤0.01%	800
2022 Q1	$13K	Hold	3,012	–	–	﹤0.01%	755
2021 Q4	$9K	Buy	3,012 +602	+25%	+$1.99K	﹤0.01%	813
2021 Q3	$8K	Hold	2,410	–	–	﹤0.01%	815
2021 Q2	$11K	Hold	2,410	–	–	﹤0.01%	722
2021 Q1	$9K	Hold	2,410	–	–	﹤0.01%	730
2020 Q4	$10K	Buy	+2,410	New	+$8.81K	﹤0.01%	703

Other funds holding BBD

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Glassman Wealth Services's BBD Position: Q1 2024 in Review

Glassman Wealth Services sold out of Banco Bradesco (BBD) in Q1 2024, closing a stake of 1,555 shares — an estimated $5.44K sold.

Glassman Wealth Services first reported a position in BBD in Q4 2020 and held it in 12 quarters. The position peaked at $13K in Q1 2022. 243 funds tracked by Wall St. Rank hold BBD as of Q1 2024.

Glassman Wealth Services reported no remaining Banco Bradesco position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 1,555 Banco Bradesco shares in Q1 2024, an estimated $5.44K.
Glassman Wealth Services first reported a position in Banco Bradesco in Q4 2020 and held it in 12 quarters.
Glassman Wealth Services's Banco Bradesco position peaked at $13K in Q1 2022.
243 funds tracked by Wall St. Rank held Banco Bradesco as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.