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

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-3,987
Closed -$13.5K – 1212
2025
Q3 		$13.5K Sell
3,987
-6,841
-63% -$20.6K ﹤0.01% 1875
2025
Q2 		$33.5K Buy
10,828
+335
+3% +$881 ﹤0.01% 836
2025
Q1 		$23.4K Buy
+10,493
New +$21.7K ﹤0.01% 783
2021
Q2 		– Sell
-17,528
Closed -$68K – 395
2021
Q1 		$68K Buy
17,528
+86
+0.5% +$330 ﹤0.01% 695
2020
Q4 		$76K Buy
17,442
+4,328
+33% +$15.8K ﹤0.01% 569
2020
Q3 		$37K Sell
13,114
-1,188
-8% -$3.89K ﹤0.01% 326
2020
Q2 		$45K Buy
+14,302
New +$43.5K ﹤0.01% 277
2019
Q1 		– Sell
-168
Closed -$1K – 122
2018
Q4 		$1K Buy
+168
New +$975 ﹤0.01% 784

Other funds holding BBD

AF
Aquamarine Financial George Town $1.37B AUM
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.18B AUM 46.57% 1-Year Est. Return