Patriot Financial Group Insurance Agency’s Banco Bradesco BBD Stock Holding History

Patriot Financial Group Insurance Agency’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	-1,512	Closed	-$5K	–	535
2022 Q2	$5K	Sell	1,512 -1	-0.1%	-$4	﹤0.01%	1456
2022 Q1	$6K	Sell	1,513 -25	-2%	-$92	﹤0.01%	1532
2021 Q4	$5K	Buy	+1,538	New	+$5.09K	﹤0.01%	1689
2020 Q4	–	Sell	-858	Closed	-$2K	–	1850
2020 Q3	$2K	Hold	858	–	–	﹤0.01%	1431
2020 Q2	$3K	Hold	858	–	–	﹤0.01%	1289
2020 Q1	$3K	Buy	+858	New	+$4.41K	﹤0.01%	1183
2019 Q1	–	Sell	-217	Closed	-$1K	–	1226
2018 Q4	$1K	Buy	+217	New	+$1.26K	﹤0.01%	873

Other funds holding BBD

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

SIM

Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $6.73T AUM 46.02% 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

Patriot Financial Group Insurance Agency's BBD Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Banco Bradesco (BBD) in Q3 2022, closing a stake of 1,512 shares — an estimated $5K sold.

Patriot Financial Group Insurance Agency first reported a position in BBD in Q4 2018 and held it in 7 quarters. The position peaked at $6K in Q1 2022. 239 funds tracked by Wall St. Rank hold BBD as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Banco Bradesco position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 1,512 Banco Bradesco shares in Q3 2022, an estimated $5K.
Patriot Financial Group Insurance Agency first reported a position in Banco Bradesco in Q4 2018 and held it in 7 quarters.
Patriot Financial Group Insurance Agency's Banco Bradesco position peaked at $6K in Q1 2022.
239 funds tracked by Wall St. Rank held Banco Bradesco as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.