OWA
BBD icon

Opal Wealth Advisors’s Banco Bradesco BBD Stock Holding History

Opal Wealth 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
2024
Q3 		– Sell
-387
Closed -$867 – 284
2024
Q2 		$867 Buy
+387
New +$1K ﹤0.01% 1093

Other funds holding BBD

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Opal Wealth Advisors's BBD Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Banco Bradesco (BBD) in Q3 2024, closing a stake of 387 shares — an estimated $867 sold.

Opal Wealth Advisors first reported a position in BBD in Q2 2024 and held it in 1 quarter. The position peaked at $867 in Q2 2024. 240 funds tracked by Wall St. Rank hold BBD as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Banco Bradesco position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 387 Banco Bradesco shares in Q3 2024, an estimated $867.
  • Opal Wealth Advisors first reported a position in Banco Bradesco in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's Banco Bradesco position peaked at $867 in Q2 2024.
  • 240 funds tracked by Wall St. Rank held Banco Bradesco as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.