OneAscent Wealth Management’s Banco Bradesco BBD Stock Holding History

OneAscent Wealth Management’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	-39,000	Closed	-$127K	–	156
2022 Q2	$127K	Buy	39,000 +131	+0.3%	+$503	0.06%	175
2022 Q1	$164K	Buy	38,869 +9,797	+34%	+$35.9K	0.08%	201
2021 Q4	$90K	Buy	+29,072	New	+$96.1K	0.22%	84
2021 Q1	$152K	Buy	39,083 +4,943	+14%	+$19K	0.06%	212
2020 Q4	$148K	Buy	+34,140	New	+$125K	0.07%	197

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 Wealth Management's BBD Position: Q3 2022 in Review

OneAscent Wealth Management sold out of Banco Bradesco (BBD) in Q3 2022, closing a stake of 39,000 shares — an estimated $127K sold.

OneAscent Wealth Management first reported a position in BBD in Q4 2020 and held it in 5 quarters. The position peaked at $164K in Q1 2022. 238 funds tracked by Wall St. Rank hold BBD as of Q3 2022.

OneAscent Wealth Management reported no remaining Banco Bradesco position as of Q3 2022 after selling out during the quarter.
OneAscent Wealth Management sold 39,000 Banco Bradesco shares in Q3 2022, an estimated $127K.
OneAscent Wealth Management first reported a position in Banco Bradesco in Q4 2020 and held it in 5 quarters.
OneAscent Wealth Management's Banco Bradesco position peaked at $164K in Q1 2022.
238 funds tracked by Wall St. Rank held Banco Bradesco as of Q3 2022.

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