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Legacy Financial Advisors’s Banco Bradesco BBD Stock Holding History

Legacy Financial 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
2022
Q4 		– Sell
-20,586
Closed -$76K – 243
2022
Q3 		$76K Buy
+20,586
New +$72.6K 0.02% 218
2019
Q2 		– Sell
-401
Closed -$3K – 198
2019
Q1 		$3K Hold
401
– – ﹤0.01% 844
2018
Q4 		$2K Hold
401
– – ﹤0.01% 831
2018
Q3 		$1K Hold
401
– – ﹤0.01% 834
2018
Q2 		$2K Sell
401
-40
-9% -$217 ﹤0.01% 809
2018
Q1 		$2K Buy
441
+39
+10% +$260 ﹤0.01% 744
2017
Q4 		$2K Buy
+402
New +$2.41K ﹤0.01% 725

Other funds holding BBD

SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Legacy Financial Advisors's BBD Position: Q4 2022 in Review

Legacy Financial Advisors sold out of Banco Bradesco (BBD) in Q4 2022, closing a stake of 20,586 shares — an estimated $76K sold.

Legacy Financial Advisors first reported a position in BBD in Q4 2017 and held it in 7 quarters. The position peaked at $76K in Q3 2022. 216 funds tracked by Wall St. Rank hold BBD as of Q4 2022.

  • Legacy Financial Advisors reported no remaining Banco Bradesco position as of Q4 2022 after selling out during the quarter.
  • Legacy Financial Advisors sold 20,586 Banco Bradesco shares in Q4 2022, an estimated $76K.
  • Legacy Financial Advisors first reported a position in Banco Bradesco in Q4 2017 and held it in 7 quarters.
  • Legacy Financial Advisors's Banco Bradesco position peaked at $76K in Q3 2022.
  • 216 funds tracked by Wall St. Rank held Banco Bradesco as of Q4 2022.

Based on Legacy Financial Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.