Virtus Family Office’s Banco Bradesco BBD Stock Holding History

Virtus Family Office’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 Q4	–	Sell	-215,278	Closed	-$589K	–	41
2024 Q3	$589K	Buy	215,278 +5,711	+3%	+$14.6K	0.78%	34
2024 Q2	$493K	Buy	209,567 +115,573	+123%	+$299K	0.67%	37
2024 Q1	$269K	Buy	93,994 +13,933	+17%	+$41.5K	0.43%	36
2023 Q4	$284K	Sell	80,061 -21,405	-21%	-$67.2K	0.48%	32
2023 Q3	$290K	Hold	101,466	–	–	0.53%	38
2023 Q2	$352K	Buy	+101,466	New	+$313K	0.65%	31

Other funds holding BBD

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AIM

ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

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

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

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

Virtus Family Office's BBD Position: Q4 2024 in Review

Virtus Family Office sold out of Banco Bradesco (BBD) in Q4 2024, closing a stake of 215,278 shares — an estimated $589K sold.

Virtus Family Office first reported a position in BBD in Q2 2023 and held it in 6 quarters. The position peaked at $589K in Q3 2024. 228 funds tracked by Wall St. Rank hold BBD as of Q4 2024.

Virtus Family Office reported no remaining Banco Bradesco position as of Q4 2024 after selling out during the quarter.
Virtus Family Office sold 215,278 Banco Bradesco shares in Q4 2024, an estimated $589K.
Virtus Family Office first reported a position in Banco Bradesco in Q2 2023 and held it in 6 quarters.
Virtus Family Office's Banco Bradesco position peaked at $589K in Q3 2024.
228 funds tracked by Wall St. Rank held Banco Bradesco as of Q4 2024.

Based on Virtus Family Office's 13F filing for Q4 2024, filed 11 Feb 2025.