BHPW
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Beverly Hills Private Wealth’s Petrobras PBR Stock Holding History

Beverly Hills Private Wealth’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
Q3 		– Sell
-12,627
Closed -$183K – 361
2024
Q2 		$183K Sell
12,627
-4,302
-25% -$66.9K 0.04% 337
2024
Q1 		$257K Sell
16,929
-283
-2% -$4.6K 0.06% 300
2023
Q4 		$275K Buy
17,212
+2,789
+19% +$42.7K 0.07% 267
2023
Q3 		$216K Buy
+14,423
New +$205K 0.06% 269

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Schroder Investment Management Group
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Fidelity Investments
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Lazard Asset Management
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Fisher Asset Management
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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return