JWA
CBD

JFS Wealth Advisors’s Companhia Brasileira de Distribuicao CBD Stock Holding History

JFS Wealth Advisors’s Portfolio CBD Stock Details CBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,052
Closed -$15K – 636
2020
Q4 		$15K Hold
1,052
– – ﹤0.01% 374
2020
Q3 		$13K Buy
1,052
+177
+20% +$2.29K ﹤0.01% 376
2020
Q2 		$11K Buy
875
+323
+59% +$3.9K ﹤0.01% 379
2020
Q1 		$7K Hold
552
– – ﹤0.01% 375
2019
Q4 		$12K Hold
552
– – ﹤0.01% 361
2019
Q3 		$11K Sell
552
-153
-22% -$3.42K ﹤0.01% 364
2019
Q2 		$17K Hold
705
– – ﹤0.01% 321
2019
Q1 		$16K Sell
705
-268
-28% -$6.58K ﹤0.01% 318
2018
Q4 		$20K Sell
973
-215
-18% -$4.59K 0.01% 289
2018
Q3 		$26K Sell
1,188
-461
-28% -$9.38K 0.01% 298
2018
Q2 		$33K Sell
1,649
-326
-17% -$6.83K 0.01% 275
2018
Q1 		$40K Buy
1,975
+268
+16% +$5.83K 0.01% 264
2017
Q4 		$40K Buy
1,707
+87
+5% +$2.02K 0.01% 271
2017
Q3 		$38K Hold
1,620
– – 0.01% 265
2017
Q2 		$32K Buy
1,620
+167
+11% +$3.46K 0.01% 260
2017
Q1 		$24K Hold
1,453
– – 0.01% 288
2016
Q4 		$24K Hold
1,453
– – 0.01% 288
2016
Q3 		$24K Hold
1,453
– – 0.01% 306
2016
Q2 		$21K Hold
1,453
– – 0.01% 320
2016
Q1 		$20K Buy
1,453
+303
+26% +$3.3K 0.01% 320
2015
Q4 		$12K Buy
1,150
+230
+25% +$3K ﹤0.01% 382
2015
Q3 		$12K Buy
920
+500
+119% +$9.35K 0.01% 324
2015
Q2 		$10K Buy
420
+200
+91% +$5.91K 0.01% 366
2015
Q1 		$7K Buy
+220
New +$7.21K ﹤0.01% 394

Other funds holding CBD

CFM
Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ICP
Indus Capital Partners New York $39.7M AUM 53.95% 1-Year Est. Return
BBP
Banco BTG Pactual Rio De Janeiro, Brazil $1.14B AUM 41.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

JFS Wealth Advisors's CBD Position: Q1 2021 in Review

JFS Wealth Advisors sold out of Companhia Brasileira de Distribuicao (CBD) in Q1 2021, closing a stake of 1,052 shares — an estimated $15K sold.

JFS Wealth Advisors first reported a position in CBD in Q1 2015 and held it in 24 quarters. The position peaked at $40K in Q1 2018. 81 funds tracked by Wall St. Rank hold CBD as of Q1 2021.

  • JFS Wealth Advisors reported no remaining Companhia Brasileira de Distribuicao position as of Q1 2021 after selling out during the quarter.
  • JFS Wealth Advisors sold 1,052 Companhia Brasileira de Distribuicao shares in Q1 2021, an estimated $15K.
  • JFS Wealth Advisors first reported a position in Companhia Brasileira de Distribuicao in Q1 2015 and held it in 24 quarters.
  • JFS Wealth Advisors's Companhia Brasileira de Distribuicao position peaked at $40K in Q1 2018.
  • 81 funds tracked by Wall St. Rank held Companhia Brasileira de Distribuicao as of Q1 2021.

Based on JFS Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.