OneAscent Financial Services’s Banco Bradesco BBD Stock Holding History

OneAscent Financial Services’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 Q3	–	Sell	-29,301	Closed	-$96K	–	203
2022 Q2	$96K	Sell	29,301 -1,541	-5%	-$5.92K	0.04%	218
2022 Q1	$130K	Buy	30,842 +8,229	+36%	+$30.2K	0.09%	135
2021 Q4	$70K	Buy	+22,613	New	+$74.8K	0.13%	134
2021 Q1	$72K	Buy	18,475 +2,470	+15%	+$9.49K	0.07%	143
2020 Q4	$70K	Sell	16,005 -12,328	-44%	-$45.1K	0.07%	125
2020 Q3	$80K	Buy	28,333 +6,165	+28%	+$20.2K	0.04%	186
2020 Q2	$70K	Buy	22,168 +6,172	+39%	+$18.8K	0.05%	173
2020 Q1	$49K	Buy	+15,996	New	+$82.3K	0.04%	154
2019 Q3	–	Sell	-19,093	Closed	-$141K	–	36
2019 Q2	$141K	Buy	+19,093	New	+$130K	0.1%	213

Other funds holding BBD

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

SIM

Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

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

Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

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

OneAscent Financial Services's BBD Position: Q3 2022 in Review

OneAscent Financial Services sold out of Banco Bradesco (BBD) in Q3 2022, closing a stake of 29,301 shares — an estimated $96K sold.

OneAscent Financial Services first reported a position in BBD in Q2 2019 and held it in 9 quarters. The position peaked at $141K in Q2 2019. 238 funds tracked by Wall St. Rank hold BBD as of Q3 2022.

OneAscent Financial Services reported no remaining Banco Bradesco position as of Q3 2022 after selling out during the quarter.
OneAscent Financial Services sold 29,301 Banco Bradesco shares in Q3 2022, an estimated $96K.
OneAscent Financial Services first reported a position in Banco Bradesco in Q2 2019 and held it in 9 quarters.
OneAscent Financial Services's Banco Bradesco position peaked at $141K in Q2 2019.
238 funds tracked by Wall St. Rank held Banco Bradesco as of Q3 2022.

Based on OneAscent Financial Services's 13F filing for Q3 2022, filed 2 Nov 2022.