Janiczek Wealth Management’s Banco Bradesco BBD Stock Holding History

Janiczek Wealth Management’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	-105	Closed	-$271	–	1062
2024 Q1	$301	Sell	105 -1,657	-94%	-$4.93K	﹤0.01%	1032
2023 Q4	$6.22K	Buy	+1,762	New	+$5.53K	﹤0.01%	729
2023 Q1	–	Sell	-8,432	Closed	-$24.5K	–	1011
2022 Q4	$24.5K	Buy	+8,432	New	+$27.3K	0.01%	424
2022 Q3	–	Sell	-297	Closed	-$1K	–	915
2022 Q2	$1K	Hold	297	–	–	﹤0.01%	829
2022 Q1	$1K	Buy	+297	New	+$1.09K	﹤0.01%	828
2021 Q4	–	Sell	-264	Closed	-$1K	–	1000
2021 Q3	$1K	Hold	264	–	–	﹤0.01%	860
2021 Q2	$1K	Sell	264 -1	-0.4%	-$4	﹤0.01%	811
2021 Q1	$1K	Hold	265	–	–	﹤0.01%	776
2020 Q4	$1K	Buy	+265	New	+$968	﹤0.01%	713

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

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Janiczek Wealth Management's BBD Position: Q2 2024 in Review

Janiczek Wealth Management sold out of Banco Bradesco (BBD) in Q2 2024, closing a stake of 105 shares — an estimated $271 sold.

Janiczek Wealth Management first reported a position in BBD in Q4 2020 and held it in 9 quarters. The position peaked at $24.5K in Q4 2022. 244 funds tracked by Wall St. Rank hold BBD as of Q2 2024.

Janiczek Wealth Management reported no remaining Banco Bradesco position as of Q2 2024 after selling out during the quarter.
Janiczek Wealth Management sold 105 Banco Bradesco shares in Q2 2024, an estimated $271.
Janiczek Wealth Management first reported a position in Banco Bradesco in Q4 2020 and held it in 9 quarters.
Janiczek Wealth Management's Banco Bradesco position peaked at $24.5K in Q4 2022.
244 funds tracked by Wall St. Rank held Banco Bradesco as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.