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B. Riley Wealth Advisors’s Petrobras PBR Stock Holding History

B. Riley Wealth Advisors’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
2024
Q4 		– Sell
-10,848
Closed -$165K – 1252
2024
Q3 		$165K Sell
10,848
-8,369
-44% -$123K ﹤0.01% 1167
2024
Q2 		$283K Buy
19,217
+5,104
+36% +$79.4K 0.01% 1059
2024
Q1 		$218K Sell
14,113
-1,495
-10% -$24.3K 0.01% 1229
2023
Q4 		$258K Buy
15,608
+1,495
+11% +$22.9K 0.01% 1119
2023
Q3 		$218K Buy
+14,113
New +$201K 0.01% 1229
2023
Q1 		– Sell
-32,690
Closed -$365K – 1593
2022
Q4 		$365K Buy
32,690
+19,149
+141% +$231K 0.01% 939
2022
Q3 		$168K Buy
+13,541
New +$179K 0.01% 1261
2021
Q1 		– Sell
-11,182
Closed -$126K – 1393
2020
Q4 		$126K Buy
+11,182
New +$99.2K 0.01% 966
2018
Q4 		– Sell
-11,678
Closed -$142K – 717
2018
Q3 		$142K Buy
11,678
+564
+5% +$6.25K 0.02% 668
2018
Q2 		$112K Sell
11,114
-364
-3% -$4.66K 0.01% 645
2018
Q1 		$163K Buy
+11,478
New +$151K 0.02% 609
2015
Q1 		– Sell
-20,159
Closed -$810K – 1558
2014
Q4 		$810K Buy
20,159
+7,620
+61% +$82.1K 0.02% 798
2014
Q3 		$181K Buy
12,539
+474
+4% +$7.93K 0.05% 525
2014
Q2 		$177K Buy
12,065
+1,870
+18% +$27.2K 0.04% 493
2014
Q1 		$134K Buy
10,195
+1,279
+14% +$14.9K 0.04% 526
2013
Q4 		$123K Sell
8,916
-5,638
-39% -$87.4K 0.04% 498
2013
Q3 		$225K Buy
+14,554
New +$207K 0.08% 299

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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 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
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

B. Riley Wealth Advisors's PBR Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of Petrobras (PBR) in Q4 2024, closing a stake of 10,848 shares — an estimated $165K sold.

B. Riley Wealth Advisors first reported a position in PBR in Q3 2013 and held it in 17 quarters. The position peaked at $810K in Q4 2014. 485 funds tracked by Wall St. Rank hold PBR as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining Petrobras position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 10,848 Petrobras shares in Q4 2024, an estimated $165K.
  • B. Riley Wealth Advisors first reported a position in Petrobras in Q3 2013 and held it in 17 quarters.
  • B. Riley Wealth Advisors's Petrobras position peaked at $810K in Q4 2014.
  • 485 funds tracked by Wall St. Rank held Petrobras as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.