PCS
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Personal CFO Solutions’s Banco Bradesco BBD Stock Holding History

Personal CFO Solutions’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
-10,088
Closed -$33K – 420
2022
Q2 		$33K Sell
10,088
-1,013
-9% -$3.89K 0.01% 424
2022
Q1 		$47K Buy
+11,101
New +$40.7K 0.01% 460

Other funds holding BBD

Aberdeen Group
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
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Personal CFO Solutions's BBD Position: Q3 2022 in Review

Personal CFO Solutions sold out of Banco Bradesco (BBD) in Q3 2022, closing a stake of 10,088 shares — an estimated $33K sold.

Personal CFO Solutions first reported a position in BBD in Q1 2022 and held it in 2 quarters. The position peaked at $47K in Q1 2022. 238 funds tracked by Wall St. Rank hold BBD as of Q3 2022.

  • Personal CFO Solutions reported no remaining Banco Bradesco position as of Q3 2022 after selling out during the quarter.
  • Personal CFO Solutions sold 10,088 Banco Bradesco shares in Q3 2022, an estimated $33K.
  • Personal CFO Solutions first reported a position in Banco Bradesco in Q1 2022 and held it in 2 quarters.
  • Personal CFO Solutions's Banco Bradesco position peaked at $47K in Q1 2022.
  • 238 funds tracked by Wall St. Rank held Banco Bradesco as of Q3 2022.

Based on Personal CFO Solutions's 13F filing for Q3 2022, filed 1 Nov 2022.