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Atria Wealth Solutions’s Petrobras PBR Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$144K Hold
11,051
– – ﹤0.01% 1415
2025
Q1 		$158K Sell
11,051
-10,285
-48% -$142K ﹤0.01% 1753
2024
Q4 		$275K Buy
21,336
+9,962
+88% +$139K ﹤0.01% 1616
2024
Q3 		$164K Sell
11,374
-19,293
-63% -$284K ﹤0.01% 1819
2024
Q2 		$445K Sell
30,667
-857
-3% -$13.3K ﹤0.01% 1300
2024
Q1 		$479K Sell
31,524
-742
-2% -$12.1K 0.01% 1289
2023
Q4 		$515K Buy
32,266
+2,681
+9% +$41.1K 0.01% 1189
2023
Q3 		$443K Buy
29,585
+17,436
+144% +$248K 0.01% 1187
2023
Q2 		$168K Buy
12,149
+1,100
+10% +$13.4K ﹤0.01% 1738
2023
Q1 		$115K Sell
11,049
-11,459
-51% -$125K ﹤0.01% 1744
2022
Q4 		$240K Sell
22,508
-33,788
-60% -$408K ﹤0.01% 1496
2022
Q3 		$695K Sell
56,296
-44,477
-44% -$589K 0.01% 861
2022
Q2 		$1.18M Buy
100,773
+33,662
+50% +$466K 0.02% 633
2022
Q1 		$993K Buy
+67,111
New +$899K 0.02% 738

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Fidelity Investments
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Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Lazard Asset Management
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return