Valeo Financial Advisors’s Banco Bradesco BBD Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-1,917	Closed	-$7K	–	641
2021 Q1	$7K	Buy	+1,917	New	+$7.36K	﹤0.01%	1439
2018 Q4	–	Sell	-396	Closed	-$2.3K	–	1490
2018 Q3	$2K	Hold	396	–	–	﹤0.01%	1431
2018 Q2	$2K	Sell	396 -1	-0.3%	-$5	﹤0.01%	1322
2018 Q1	$3K	Hold	397	–	–	﹤0.01%	1237
2017 Q4	$2K	Buy	+397	New	+$2.38K	﹤0.01%	1166

Other funds holding BBD

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SIM

Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Valeo Financial Advisors's BBD Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Banco Bradesco (BBD) in Q2 2021, closing a stake of 1,917 shares — an estimated $7K sold.

Valeo Financial Advisors first reported a position in BBD in Q4 2017 and held it in 5 quarters. The position peaked at $7K in Q1 2021. 241 funds tracked by Wall St. Rank hold BBD as of Q2 2021.

Valeo Financial Advisors reported no remaining Banco Bradesco position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 1,917 Banco Bradesco shares in Q2 2021, an estimated $7K.
Valeo Financial Advisors first reported a position in Banco Bradesco in Q4 2017 and held it in 5 quarters.
Valeo Financial Advisors's Banco Bradesco position peaked at $7K in Q1 2021.
241 funds tracked by Wall St. Rank held Banco Bradesco as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.