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 $53.8B AUM 19.23% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 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

Baldwin Wealth Partners's PBR Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Petrobras (PBR) in Q4 2024, closing a stake of 5,991 shares — an estimated $87.5K sold.

Baldwin Wealth Partners first reported a position in PBR in Q3 2018 and held it in 16 quarters. The position peaked at $87.5K in Q3 2024. 485 funds tracked by Wall St. Rank hold PBR as of Q4 2024.

Baldwin Wealth Partners reported no remaining Petrobras position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 5,991 Petrobras shares in Q4 2024, an estimated $87.5K.
Baldwin Wealth Partners first reported a position in Petrobras in Q3 2018 and held it in 16 quarters.
Baldwin Wealth Partners's Petrobras position peaked at $87.5K in Q3 2024.
485 funds tracked by Wall St. Rank held Petrobras as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.