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WealthStone’s Banco Bradesco BBD Stock Holding History

WealthStone’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
2021
Q1 		– Sell
-14,923
Closed -$65K – 282
2020
Q4 		$65K Buy
+14,923
New +$54.5K 0.02% 251
2019
Q3 		– Sell
-484
Closed -$3.57K – 109
2019
Q2 		$3.57K Buy
+484
New +$3.31K ﹤0.01% 409

Other funds holding BBD

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

WealthStone's BBD Position: Q1 2021 in Review

WealthStone sold out of Banco Bradesco (BBD) in Q1 2021, closing a stake of 14,923 shares — an estimated $65K sold.

WealthStone first reported a position in BBD in Q2 2019 and held it in 2 quarters. The position peaked at $65K in Q4 2020. 239 funds tracked by Wall St. Rank hold BBD as of Q1 2021.

  • WealthStone reported no remaining Banco Bradesco position as of Q1 2021 after selling out during the quarter.
  • WealthStone sold 14,923 Banco Bradesco shares in Q1 2021, an estimated $65K.
  • WealthStone first reported a position in Banco Bradesco in Q2 2019 and held it in 2 quarters.
  • WealthStone's Banco Bradesco position peaked at $65K in Q4 2020.
  • 239 funds tracked by Wall St. Rank held Banco Bradesco as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.