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Waldron Private Wealth’s Banco Bradesco BBD Stock Holding History

Waldron Private Wealth’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
Q2 		– Sell
-11,183
Closed -$32K – 421
2024
Q1 		$32K Sell
11,183
-2,426
-18% -$7.22K ﹤0.01% 426
2023
Q4 		$47.6K Buy
+13,609
New +$42.7K ﹤0.01% 407
2023
Q3 		– Sell
-10,134
Closed -$35.1K – 382
2023
Q2 		$35.1K Buy
+10,134
New +$31.3K ﹤0.01% 368

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Waldron Private Wealth's BBD Position: Q2 2024 in Review

Waldron Private Wealth sold out of Banco Bradesco (BBD) in Q2 2024, closing a stake of 11,183 shares — an estimated $32K sold.

Waldron Private Wealth first reported a position in BBD in Q2 2023 and held it in 3 quarters. The position peaked at $47.6K in Q4 2023. 244 funds tracked by Wall St. Rank hold BBD as of Q2 2024.

  • Waldron Private Wealth reported no remaining Banco Bradesco position as of Q2 2024 after selling out during the quarter.
  • Waldron Private Wealth sold 11,183 Banco Bradesco shares in Q2 2024, an estimated $32K.
  • Waldron Private Wealth first reported a position in Banco Bradesco in Q2 2023 and held it in 3 quarters.
  • Waldron Private Wealth's Banco Bradesco position peaked at $47.6K in Q4 2023.
  • 244 funds tracked by Wall St. Rank held Banco Bradesco as of Q2 2024.

Based on Waldron Private Wealth's 13F filing for Q2 2024, filed 31 Jul 2024.