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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

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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Beverly Hills Private Wealth's PBR Position: Q3 2024 in Review

Beverly Hills Private Wealth sold out of Petrobras (PBR) in Q3 2024, closing a stake of 12,627 shares — an estimated $183K sold.

Beverly Hills Private Wealth first reported a position in PBR in Q3 2023 and held it in 4 quarters. The position peaked at $275K in Q4 2023. 487 funds tracked by Wall St. Rank hold PBR as of Q3 2024.

  • Beverly Hills Private Wealth reported no remaining Petrobras position as of Q3 2024 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 12,627 Petrobras shares in Q3 2024, an estimated $183K.
  • Beverly Hills Private Wealth first reported a position in Petrobras in Q3 2023 and held it in 4 quarters.
  • Beverly Hills Private Wealth's Petrobras position peaked at $275K in Q4 2023.
  • 487 funds tracked by Wall St. Rank held Petrobras as of Q3 2024.

Based on Beverly Hills Private Wealth's 13F filing for Q3 2024, filed 12 Nov 2024.