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SYSTM Wealth Solutions’s Banco Bradesco BBD Stock Holding History

SYSTM Wealth 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
2024
Q3 		– Sell
-9,986
Closed -$22.4K – 144
2024
Q2 		$22.4K Sell
9,986
-6,541
-40% -$16.9K 0.01% 357
2024
Q1 		$47.3K Sell
16,527
-7,578
-31% -$22.6K 0.01% 585
2023
Q4 		$84.4K Sell
24,105
-143
-0.6% -$449 0.01% 480
2023
Q3 		$69.1K Buy
24,248
+3,175
+15% +$10K 0.01% 461
2023
Q2 		$72.9K Buy
21,073
+367
+2% +$1.13K 0.01% 485
2023
Q1 		$54.3K Buy
+20,706
New +$55.1K 0.01% 463

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

SYSTM Wealth Solutions's BBD Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Banco Bradesco (BBD) in Q3 2024, closing a stake of 9,986 shares — an estimated $22.4K sold.

SYSTM Wealth Solutions first reported a position in BBD in Q1 2023 and held it in 6 quarters. The position peaked at $84.4K in Q4 2023. 240 funds tracked by Wall St. Rank hold BBD as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Banco Bradesco position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 9,986 Banco Bradesco shares in Q3 2024, an estimated $22.4K.
  • SYSTM Wealth Solutions first reported a position in Banco Bradesco in Q1 2023 and held it in 6 quarters.
  • SYSTM Wealth Solutions's Banco Bradesco position peaked at $84.4K in Q4 2023.
  • 240 funds tracked by Wall St. Rank held Banco Bradesco as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.