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Spire Wealth Management’s Banco Bradesco BBD Stock Holding History

Spire 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
-2,446
Closed -$8K – 2203
2022
Q2 		$8K Sell
2,446
-2,447
-50% -$9.4K ﹤0.01% 1978
2022
Q1 		$21K Sell
4,893
-473
-9% -$1.74K ﹤0.01% 1787
2021
Q4 		$17K Sell
5,366
-741
-12% -$2.45K ﹤0.01% 2172
2021
Q3 		$21K Hold
6,107
– – ﹤0.01% 1834
2021
Q2 		$28K Sell
6,107
-474
-7% -$2.06K ﹤0.01% 1729
2021
Q1 		$26K Buy
+6,581
New +$25.3K ﹤0.01% 2036

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

Spire Wealth Management's BBD Position: Q3 2022 in Review

Spire Wealth Management sold out of Banco Bradesco (BBD) in Q3 2022, closing a stake of 2,446 shares — an estimated $8K sold.

Spire Wealth Management first reported a position in BBD in Q1 2021 and held it in 6 quarters. The position peaked at $28K in Q2 2021. 238 funds tracked by Wall St. Rank hold BBD as of Q3 2022.

  • Spire Wealth Management reported no remaining Banco Bradesco position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 2,446 Banco Bradesco shares in Q3 2022, an estimated $8K.
  • Spire Wealth Management first reported a position in Banco Bradesco in Q1 2021 and held it in 6 quarters.
  • Spire Wealth Management's Banco Bradesco position peaked at $28K in Q2 2021.
  • 238 funds tracked by Wall St. Rank held Banco Bradesco as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.