KCS Wealth Advisory’s Banco Bradesco BBD Stock Holding History

KCS Wealth Advisory’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 Q2	–	Sell	-108,551	Closed	-$284K	–	154
2023 Q1	$284K	Buy	108,551 +1,345	+1%	+$3.58K	0.11%	128
2022 Q4	$309K	Sell	107,206 -45,381	-30%	-$147K	0.13%	121
2022 Q3	$562K	Sell	152,587 -43,890	-22%	-$155K	0.26%	95
2022 Q2	$638K	Buy	196,477 +6,232	+3%	+$23.9K	0.28%	96
2022 Q1	$802K	Buy	190,245 +15,408	+9%	+$56.5K	0.37%	87
2021 Q4	$544K	Buy	174,837 +5,766	+3%	+$19.1K	0.22%	104
2021 Q3	$589K	Buy	169,071 +11,142	+7%	+$44.4K	0.28%	91
2021 Q2	$737K	Sell	157,929 -16,221	-9%	-$70.5K	0.35%	88
2021 Q1	$676K	Buy	174,150 +26,806	+18%	+$103K	0.35%	85
2020 Q4	$641K	Sell	147,344 -13,208	-8%	-$48.3K	0.42%	81
2020 Q3	$455K	Sell	160,552 -5,840	-4%	-$19.1K	0.36%	93
2020 Q2	$524K	Buy	166,392 +10,765	+7%	+$32.8K	0.43%	82
2020 Q1	$475K	Buy	155,627 +25,346	+19%	+$130K	0.48%	82
2019 Q4	$876K	Buy	130,281 +29	+0%	+$182	0.66%	71
2019 Q3	$797K	Buy	130,252 +5,612	+5%	+$37.1K	0.55%	76
2019 Q2	$920K	Buy	124,640 +2,379	+2%	+$16.3K	0.73%	56
2019 Q1	$835K	Sell	122,261 -30,923	-20%	-$222K	0.73%	54
2018 Q4	$949K	Buy	153,184 +20,907	+16%	+$121K	1%	25
2018 Q3	$586K	Buy	132,277 +33,444	+34%	+$154K	0.54%	85
2018 Q2	$424K	Buy	98,833 +34,517	+54%	+$187K	0.39%	101
2018 Q1	$435K	Buy	+64,316	New	+$429K	0.4%	102

Other funds holding BBD

SIM

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

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

KCS Wealth Advisory's BBD Position: Q2 2023 in Review

KCS Wealth Advisory sold out of Banco Bradesco (BBD) in Q2 2023, closing a stake of 108,551 shares — an estimated $284K sold.

KCS Wealth Advisory first reported a position in BBD in Q1 2018 and held it in 21 quarters. The position peaked at $949K in Q4 2018. 227 funds tracked by Wall St. Rank hold BBD as of Q2 2023.

KCS Wealth Advisory reported no remaining Banco Bradesco position as of Q2 2023 after selling out during the quarter.
KCS Wealth Advisory sold 108,551 Banco Bradesco shares in Q2 2023, an estimated $284K.
KCS Wealth Advisory first reported a position in Banco Bradesco in Q1 2018 and held it in 21 quarters.
KCS Wealth Advisory's Banco Bradesco position peaked at $949K in Q4 2018.
227 funds tracked by Wall St. Rank held Banco Bradesco as of Q2 2023.

Based on KCS Wealth Advisory's 13F filing for Q2 2023, filed 18 Jul 2023.