BKM Wealth Management’s Petrobras PBR Stock Holding History

BKM Wealth Management’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 Q1	–	Sell	-400	Closed	-$6.39K	–	442
2023 Q4	$6.39K	Buy	+400	New	+$6.13K	﹤0.01%	496

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BKM Wealth Management's PBR Position: Q1 2024 in Review

BKM Wealth Management sold out of Petrobras (PBR) in Q1 2024, closing a stake of 400 shares — an estimated $6.39K sold.

BKM Wealth Management first reported a position in PBR in Q4 2023 and held it in 1 quarter. The position peaked at $6.39K in Q4 2023. 499 funds tracked by Wall St. Rank hold PBR as of Q1 2024.

BKM Wealth Management reported no remaining Petrobras position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 400 Petrobras shares in Q1 2024, an estimated $6.39K.
BKM Wealth Management first reported a position in Petrobras in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's Petrobras position peaked at $6.39K in Q4 2023.
499 funds tracked by Wall St. Rank held Petrobras as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.