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Cherry Tree Wealth Management’s Petrobras PBR Stock Holding History

Cherry Tree 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
Q2 		– Sell
-330
Closed -$4.73K – 715
2025
Q1 		$4.73K Buy
330
+288
+686% +$3.97K ﹤0.01% 541
2024
Q4 		$541 Buy
+42
New +$587 ﹤0.01% 607

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cherry Tree Wealth Management's PBR Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Petrobras (PBR) in Q2 2025, closing a stake of 330 shares — an estimated $4.73K sold.

Cherry Tree Wealth Management first reported a position in PBR in Q4 2024 and held it in 2 quarters. The position peaked at $4.73K in Q1 2025. 484 funds tracked by Wall St. Rank hold PBR as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Petrobras position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 330 Petrobras shares in Q2 2025, an estimated $4.73K.
  • Cherry Tree Wealth Management first reported a position in Petrobras in Q4 2024 and held it in 2 quarters.
  • Cherry Tree Wealth Management's Petrobras position peaked at $4.73K in Q1 2025.
  • 484 funds tracked by Wall St. Rank held Petrobras as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.