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Wealthstream Advisors’s Banco Bradesco BBD Stock Holding History

Wealthstream Advisors’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
-11,750
Closed -$31.3K – 169
2024
Q3 		$31.3K Buy
11,750
+1,603
+16% +$4.11K 0.01% 161
2024
Q2 		$22.7K Buy
+10,147
New +$26.2K 0.01% 148

Other funds holding BBD

Massachusetts Financial Services
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UBS AM
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
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Wealthstream Advisors's BBD Position: Q4 2024 in Review

Wealthstream Advisors sold out of Banco Bradesco (BBD) in Q4 2024, closing a stake of 11,750 shares — an estimated $31.3K sold.

Wealthstream Advisors first reported a position in BBD in Q2 2024 and held it in 2 quarters. The position peaked at $31.3K in Q3 2024. 228 funds tracked by Wall St. Rank hold BBD as of Q4 2024.

  • Wealthstream Advisors reported no remaining Banco Bradesco position as of Q4 2024 after selling out during the quarter.
  • Wealthstream Advisors sold 11,750 Banco Bradesco shares in Q4 2024, an estimated $31.3K.
  • Wealthstream Advisors first reported a position in Banco Bradesco in Q2 2024 and held it in 2 quarters.
  • Wealthstream Advisors's Banco Bradesco position peaked at $31.3K in Q3 2024.
  • 228 funds tracked by Wall St. Rank held Banco Bradesco as of Q4 2024.

Based on Wealthstream Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.