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Connectus Wealth’s Petrobras PBR Stock Holding History

Connectus 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
Q1 		– Sell
-300,500
Closed -$4.8M – 478
2023
Q4 		$4.8M Sell
300,500
-449
-0.1% -$6.88K 0.1% 167
2023
Q3 		$4.51M Buy
300,949
+19
+0% +$270 0.1% 177
2023
Q2 		$4.16M Sell
300,930
-53,790
-15% -$654K 0.1% 155
2023
Q1 		$3.7M Buy
354,720
+298,398
+530% +$3.25M 0.09% 163
2022
Q4 		$600K Sell
56,322
-488
-0.9% -$5.89K 0.01% 326
2022
Q3 		$701K Buy
56,810
+2,768
+5% +$36.6K 0.01% 372
2022
Q2 		$632K Buy
+54,042
New +$748K 0.01% 315
2022
Q1 		– Sell
-28,928
Closed -$318K – 402
2021
Q4 		$318K Buy
+28,928
New +$305K 0.01% 294

Other funds holding PBR

GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Connectus Wealth's PBR Position: Q1 2024 in Review

Connectus Wealth sold out of Petrobras (PBR) in Q1 2024, closing a stake of 300,500 shares — an estimated $4.8M sold.

Connectus Wealth first reported a position in PBR in Q4 2021 and held it in 8 quarters. The position peaked at $4.8M in Q4 2023. 498 funds tracked by Wall St. Rank hold PBR as of Q1 2024.

  • Connectus Wealth reported no remaining Petrobras position as of Q1 2024 after selling out during the quarter.
  • Connectus Wealth sold 300,500 Petrobras shares in Q1 2024, an estimated $4.8M.
  • Connectus Wealth first reported a position in Petrobras in Q4 2021 and held it in 8 quarters.
  • Connectus Wealth's Petrobras position peaked at $4.8M in Q4 2023.
  • 498 funds tracked by Wall St. Rank held Petrobras as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.