Baldwin Wealth Partners’s Petrobras PBR Stock Holding History

Baldwin Wealth Partners’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	-5,991	Closed	-$87.5K	–	783
2024 Q3	$87.5K	Buy	5,991 +2,991	+100%	+$44K	0.01%	430
2024 Q2	$43.5K	Hold	3,000	–	–	﹤0.01%	370
2024 Q1	$45.6K	Hold	3,000	–	–	﹤0.01%	379
2023 Q4	$47.9K	Hold	3,000	–	–	﹤0.01%	382
2023 Q3	$45K	Hold	3,000	–	–	﹤0.01%	408
2023 Q2	$41.5K	Hold	3,000	–	–	﹤0.01%	435
2023 Q1	$31.3K	Hold	3,000	–	–	﹤0.01%	487
2022 Q4	$31.9K	Hold	3,000	–	–	﹤0.01%	476
2022 Q3	$37K	Hold	3,000	–	–	0.01%	366
2022 Q2	$35K	Buy	+3,000	New	+$41.5K	﹤0.01%	402
2020 Q1	–	Sell	-1,250	Closed	-$20K	–	562
2019 Q4	$20K	Hold	1,250	–	–	﹤0.01%	408
2019 Q3	$18K	Hold	1,250	–	–	﹤0.01%	412
2019 Q2	$19K	Sell	1,250 -1,250	-50%	-$19.1K	﹤0.01%	401
2019 Q1	$40K	Hold	2,500	–	–	0.01%	325
2018 Q4	$33K	Hold	2,500	–	–	0.01%	327
2018 Q3	$30K	Buy	+2,500	New	+$27.7K	﹤0.01%	365

Other funds holding PBR

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.18B AUM 46.57% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $6.69B AUM