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AE Wealth Management’s Petrobras PBR Stock Holding History

AE Wealth Management’s Portfolio PBR Stock Details PBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-48,312
Closed -$724K – 2146
2023
Q3 		$724K Buy
48,312
+37,598
+351% +$535K ﹤0.01% 1220
2023
Q2 		$148K Sell
10,714
-47
-0.4% -$572 ﹤0.01% 1775
2023
Q1 		$112K Sell
10,761
-74,706
-87% -$813K ﹤0.01% 1781
2022
Q4 		$910K Buy
85,467
+41,815
+96% +$505K 0.01% 1025
2022
Q3 		$539K Buy
43,652
+6,153
+16% +$81.4K ﹤0.01% 1220
2022
Q2 		$438K Buy
+37,499
New +$519K ﹤0.01% 1271

Other funds holding PBR

GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return

AE Wealth Management's PBR Position: Q4 2023 in Review

AE Wealth Management sold out of Petrobras (PBR) in Q4 2023, closing a stake of 48,312 shares — an estimated $724K sold.

AE Wealth Management first reported a position in PBR in Q2 2022 and held it in 6 quarters. The position peaked at $910K in Q4 2022. 465 funds tracked by Wall St. Rank hold PBR as of Q4 2023.

  • AE Wealth Management reported no remaining Petrobras position as of Q4 2023 after selling out during the quarter.
  • AE Wealth Management sold 48,312 Petrobras shares in Q4 2023, an estimated $724K.
  • AE Wealth Management first reported a position in Petrobras in Q2 2022 and held it in 6 quarters.
  • AE Wealth Management's Petrobras position peaked at $910K in Q4 2022.
  • 465 funds tracked by Wall St. Rank held Petrobras as of Q4 2023.

Based on AE Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.