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Valued Wealth Advisors’s Banco Bradesco BBD Stock Holding History

Valued Wealth 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
2024
Q1 		– Sell
-1,071
Closed -$3.06K – 604
2023
Q4 		$3.06K Buy
+1,071
New +$3.36K ﹤0.01% 257

Other funds holding BBD

BlackRock
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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Valued Wealth Advisors's BBD Position: Q1 2024 in Review

Valued Wealth Advisors sold out of Banco Bradesco (BBD) in Q1 2024, closing a stake of 1,071 shares — an estimated $3.06K sold.

Valued Wealth Advisors first reported a position in BBD in Q4 2023 and held it in 1 quarter. The position peaked at $3.06K in Q4 2023. 243 funds tracked by Wall St. Rank hold BBD as of Q1 2024.

  • Valued Wealth Advisors reported no remaining Banco Bradesco position as of Q1 2024 after selling out during the quarter.
  • Valued Wealth Advisors sold 1,071 Banco Bradesco shares in Q1 2024, an estimated $3.06K.
  • Valued Wealth Advisors first reported a position in Banco Bradesco in Q4 2023 and held it in 1 quarter.
  • Valued Wealth Advisors's Banco Bradesco position peaked at $3.06K in Q4 2023.
  • 243 funds tracked by Wall St. Rank held Banco Bradesco as of Q1 2024.

Based on Valued Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.