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Boyd Wealth Management’s Petrobras PBR Stock Holding History

Boyd 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
2025
Q1 		– Sell
-19,347
Closed -$249K – 48
2024
Q4 		$249K Hold
19,347
– – 0.12% 44
2024
Q3 		$279K Buy
19,347
+133
+0.7% +$1.96K 0.14% 43
2024
Q2 		$278K Buy
+19,214
New +$299K 0.15% 41

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fisher Asset Management
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boyd Wealth Management's PBR Position: Q1 2025 in Review

Boyd Wealth Management sold out of Petrobras (PBR) in Q1 2025, closing a stake of 19,347 shares — an estimated $249K sold.

Boyd Wealth Management first reported a position in PBR in Q2 2024 and held it in 3 quarters. The position peaked at $279K in Q3 2024. 475 funds tracked by Wall St. Rank hold PBR as of Q1 2025.

  • Boyd Wealth Management reported no remaining Petrobras position as of Q1 2025 after selling out during the quarter.
  • Boyd Wealth Management sold 19,347 Petrobras shares in Q1 2025, an estimated $249K.
  • Boyd Wealth Management first reported a position in Petrobras in Q2 2024 and held it in 3 quarters.
  • Boyd Wealth Management's Petrobras position peaked at $279K in Q3 2024.
  • 475 funds tracked by Wall St. Rank held Petrobras as of Q1 2025.

Based on Boyd Wealth Management's 13F filing for Q1 2025, filed 24 Apr 2025.