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Clarus Wealth Advisors’s Petrobras PBR Stock Holding History

Clarus Wealth Advisors’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
Q4 		– Sell
-14,486
Closed -$222K – 133
2024
Q3 		$222K Buy
14,486
+225
+2% +$3.31K 0.11% 120
2024
Q2 		$216K Buy
14,261
+374
+3% +$5.82K 0.11% 121
2024
Q1 		$224K Sell
13,887
-106
-0.8% -$1.73K 0.13% 111
2023
Q4 		$221K Buy
+13,993
New +$214K 0.13% 106

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 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
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Clarus Wealth Advisors's PBR Position: Q4 2024 in Review

Clarus Wealth Advisors sold out of Petrobras (PBR) in Q4 2024, closing a stake of 14,486 shares — an estimated $222K sold.

Clarus Wealth Advisors first reported a position in PBR in Q4 2023 and held it in 4 quarters. The position peaked at $224K in Q1 2024. 485 funds tracked by Wall St. Rank hold PBR as of Q4 2024.

  • Clarus Wealth Advisors reported no remaining Petrobras position as of Q4 2024 after selling out during the quarter.
  • Clarus Wealth Advisors sold 14,486 Petrobras shares in Q4 2024, an estimated $222K.
  • Clarus Wealth Advisors first reported a position in Petrobras in Q4 2023 and held it in 4 quarters.
  • Clarus Wealth Advisors's Petrobras position peaked at $224K in Q1 2024.
  • 485 funds tracked by Wall St. Rank held Petrobras as of Q4 2024.

Based on Clarus Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.