JP Morgan Private Wealth Advisors’s Banco Bradesco BBD Stock Holding History

JP Morgan Private Wealth Advisors’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
2023 Q3	$399K	Buy	+140,319	New	+$444K	﹤0.01%	1343
2023 Q2	–	Sell	-125,736	Closed	-$329K	–	1514
2023 Q1	$329K	Buy	125,736 +106,357	+549%	+$283K	﹤0.01%	1646
2022 Q4	$55.8K	Buy	+19,379	New	+$62.8K	﹤0.01%	1904
2020 Q3	–	Sell	-25,976	Closed	-$82K	–	1600
2020 Q2	$82K	Sell	25,976 -7,219	-22%	-$22K	﹤0.01%	1520
2020 Q1	$101K	Sell	33,195 -4,205	-11%	-$21.6K	﹤0.01%	1361
2019 Q4	$251K	Buy	37,400 +11,519	+45%	+$72.1K	﹤0.01%	1313
2019 Q3	$158K	Buy	+25,881	New	+$171K	﹤0.01%	1366

Other funds holding BBD

SIM

Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCM

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

JP Morgan Private Wealth Advisors's BBD Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors opened a new position in Banco Bradesco (BBD) in Q3 2023: 140,319 shares worth $399K. The stake represents ﹤0.01% of the portfolio and ranks #1343 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in BBD as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in BBD in Q3 2019 and has held it in 7 quarters since. 225 funds tracked by Wall St. Rank hold BBD as of Q3 2023.

JP Morgan Private Wealth Advisors held 140,319 shares of Banco Bradesco worth $399K as of Q3 2023.
Banco Bradesco was a new JP Morgan Private Wealth Advisors position in Q3 2023.
Banco Bradesco made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1343 holding.
JP Morgan Private Wealth Advisors first reported a position in Banco Bradesco in Q3 2019 and has held it in 7 quarters since.
225 funds tracked by Wall St. Rank held Banco Bradesco as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.