Wealth Alliance’s Banco Bradesco BBD Stock Holding History

Wealth Alliance’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	-21,904	Closed	-$58.3K	–	498
2024 Q3	$58.3K	Buy	+21,904	New	+$56.1K	0.01%	518
2024 Q2	–	Sell	-16,940	Closed	-$48.4K	–	517
2024 Q1	$48.4K	Sell	16,940 -655	-4%	-$1.95K	0.01%	512
2023 Q4	$61.6K	Sell	17,595 -625	-3%	-$1.96K	0.01%	506
2023 Q3	$51.9K	Sell	18,220 -2,695	-13%	-$8.53K	0.01%	481
2023 Q2	$72.4K	Buy	20,915 +6,616	+46%	+$20.4K	0.01%	502
2023 Q1	$37.5K	Sell	14,299 -8,538	-37%	-$22.7K	0.01%	495
2022 Q4	$65.8K	Sell	22,837 -7,958	-26%	-$25.8K	0.01%	480
2022 Q3	$113K	Buy	30,795 +18,079	+142%	+$63.7K	0.02%	436
2022 Q2	$41K	Sell	12,716 -11,755	-48%	-$45.2K	0.01%	433
2022 Q1	$103K	Buy	+24,471	New	+$89.8K	0.02%	437

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

Wealth Alliance's BBD Position: Q4 2024 in Review

Wealth Alliance sold out of Banco Bradesco (BBD) in Q4 2024, closing a stake of 21,904 shares — an estimated $58.3K sold.

Wealth Alliance first reported a position in BBD in Q1 2022 and held it in 10 quarters. The position peaked at $113K in Q3 2022. 228 funds tracked by Wall St. Rank hold BBD as of Q4 2024.

Wealth Alliance reported no remaining Banco Bradesco position as of Q4 2024 after selling out during the quarter.
Wealth Alliance sold 21,904 Banco Bradesco shares in Q4 2024, an estimated $58.3K.
Wealth Alliance first reported a position in Banco Bradesco in Q1 2022 and held it in 10 quarters.
Wealth Alliance's Banco Bradesco position peaked at $113K in Q3 2022.
228 funds tracked by Wall St. Rank held Banco Bradesco as of Q4 2024.

Based on Wealth Alliance's 13F filing for Q4 2024, filed 3 Feb 2025.