Icon Wealth Partners’s Banco Bradesco BBD Stock Holding History

Icon Wealth Partners’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
2019 Q2	–	Sell	-5,033	Closed	-$34K	–	219
2019 Q1	$34K	Buy	+5,033	New	+$36.2K	0.01%	437
2018 Q3	–	Sell	-9,400	Closed	-$40K	–	312
2018 Q2	$40K	Buy	+9,400	New	+$51K	0.02%	431
2018 Q1	–	Sell	-10,071	Closed	-$59K	–	302
2017 Q4	$59K	Buy	+10,071	New	+$60.3K	0.03%	372

Other funds holding BBD

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

SIM

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

Icon Wealth Partners's BBD Position: Q2 2019 in Review

Icon Wealth Partners sold out of Banco Bradesco (BBD) in Q2 2019, closing a stake of 5,033 shares — an estimated $34K sold.

Icon Wealth Partners first reported a position in BBD in Q4 2017 and held it in 3 quarters. The position peaked at $59K in Q4 2017. 224 funds tracked by Wall St. Rank hold BBD as of Q2 2019.

Icon Wealth Partners reported no remaining Banco Bradesco position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 5,033 Banco Bradesco shares in Q2 2019, an estimated $34K.
Icon Wealth Partners first reported a position in Banco Bradesco in Q4 2017 and held it in 3 quarters.
Icon Wealth Partners's Banco Bradesco position peaked at $59K in Q4 2017.
224 funds tracked by Wall St. Rank held Banco Bradesco as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.