SIA
BBD icon

Schechter Investment Advisors’s Banco Bradesco BBD Stock Holding History

Schechter Investment 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
2023
Q3 		– Sell
-22,822
Closed -$78.8K – 644
2023
Q2 		$78.8K Buy
+22,822
New +$70.5K 0.01% 615

Other funds holding BBD

SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Schechter Investment Advisors's BBD Position: Q3 2023 in Review

Schechter Investment Advisors sold out of Banco Bradesco (BBD) in Q3 2023, closing a stake of 22,822 shares — an estimated $78.8K sold.

Schechter Investment Advisors first reported a position in BBD in Q2 2023 and held it in 1 quarter. The position peaked at $78.8K in Q2 2023. 224 funds tracked by Wall St. Rank hold BBD as of Q3 2023.

  • Schechter Investment Advisors reported no remaining Banco Bradesco position as of Q3 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 22,822 Banco Bradesco shares in Q3 2023, an estimated $78.8K.
  • Schechter Investment Advisors first reported a position in Banco Bradesco in Q2 2023 and held it in 1 quarter.
  • Schechter Investment Advisors's Banco Bradesco position peaked at $78.8K in Q2 2023.
  • 224 funds tracked by Wall St. Rank held Banco Bradesco as of Q3 2023.

Based on Schechter Investment Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.