Wealthspire Advisors (Maryland)’s Banco Bradesco BBD Stock Holding History

Wealthspire Advisors (Maryland)’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
2020 Q3	$48K	Buy	+17,102	New	+$56K	﹤0.01%	474
2019 Q2	–	Sell	-3,990	Closed	-$27K	–	610
2019 Q1	$27K	Hold	3,990	–	–	﹤0.01%	1148
2018 Q4	$25K	Hold	3,990	–	–	﹤0.01%	1117
2018 Q3	$18K	Sell	3,990 -917	-19%	-$4.23K	﹤0.01%	1336
2018 Q2	$21K	Buy	4,907 +917	+23%	+$4.98K	﹤0.01%	1293
2018 Q1	$27K	Hold	3,990	–	–	﹤0.01%	1191
2017 Q4	$23K	Hold	3,990	–	–	﹤0.01%	1280
2017 Q3	$25K	Hold	3,990	–	–	﹤0.01%	1216
2017 Q2	$19K	Buy	3,990 +3,847	+2,690%	+$19.5K	﹤0.01%	1278
2017 Q1	$1K	Buy	+143	New	+$755	﹤0.01%	1770

Other funds holding BBD

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Wealthspire Advisors (Maryland)'s BBD Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in Banco Bradesco (BBD) in Q3 2020: 17,102 shares worth $48K. The stake represents ﹤0.01% of the portfolio and ranks #474 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in BBD as recently as Q1 2019.

Wealthspire Advisors (Maryland) first reported a position in BBD in Q1 2017 and has held it in 10 quarters since. 208 funds tracked by Wall St. Rank hold BBD as of Q3 2020.

Wealthspire Advisors (Maryland) held 17,102 shares of Banco Bradesco worth $48K as of Q3 2020.
Banco Bradesco was a new Wealthspire Advisors (Maryland) position in Q3 2020.
Banco Bradesco made up ﹤0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #474 holding.
Wealthspire Advisors (Maryland) first reported a position in Banco Bradesco in Q1 2017 and has held it in 10 quarters since.
208 funds tracked by Wall St. Rank held Banco Bradesco as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.