KCS Wealth Advisory’s Banco Bradesco BBDO Stock Holding History

KCS Wealth Advisory’s Portfolio BBDO Stock Details BBDO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$104K	Sell	38,799 -10,096	-21%	-$28.4K	0.04%	133
2023 Q2	$147K	Sell	48,895 -18,084	-27%	-$48.1K	0.05%	153
2023 Q1	$158K	Buy	+66,979	New	+$158K	0.06%	143

Other funds holding BBDO

Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Profund Advisors Bethesda, Maryland $2.72B AUM 47.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

SIA

Schechter Investment Advisors Birmingham, Michigan $1.21B AUM 8.73% 1-Year Est. Return

KCS Wealth Advisory's BBDO Position: Q3 2023 in Review

KCS Wealth Advisory reduced its Banco Bradesco (BBDO) stake by 21% in Q3 2023, selling an estimated $28.4K and leaving 38,799 shares worth $104K. The position accounts for 0.04% of the portfolio, ranked #133.

KCS Wealth Advisory first reported a position in BBDO in Q1 2023 and has held it in 3 quarters since. The position peaked at $158K in Q1 2023. 26 funds tracked by Wall St. Rank hold BBDO as of Q3 2023.

KCS Wealth Advisory held 38,799 shares of Banco Bradesco worth $104K as of Q3 2023.
KCS Wealth Advisory sold 10,096 Banco Bradesco shares in Q3 2023, an estimated $28.4K.
Banco Bradesco made up 0.04% of KCS Wealth Advisory's portfolio in Q3 2023, its #133 holding.
KCS Wealth Advisory first reported a position in Banco Bradesco in Q1 2023 and has held it in 3 quarters since.
KCS Wealth Advisory's Banco Bradesco position peaked at $158K in Q1 2023.
26 funds tracked by Wall St. Rank held Banco Bradesco as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.