CW
PBR icon

CreativeOne Wealth’s Petrobras PBR Stock Holding History

CreativeOne 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
-14,082
Closed -$225K – 891
2023
Q4 		$225K Buy
+14,082
New +$216K 0.01% 578
2023
Q1 		– Sell
-19,001
Closed -$202K – 822
2022
Q4 		$202K Buy
+19,001
New +$229K 0.01% 697

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

CreativeOne Wealth's PBR Position: Q1 2024 in Review

CreativeOne Wealth sold out of Petrobras (PBR) in Q1 2024, closing a stake of 14,082 shares — an estimated $225K sold.

CreativeOne Wealth first reported a position in PBR in Q4 2022 and held it in 2 quarters. The position peaked at $225K in Q4 2023. 499 funds tracked by Wall St. Rank hold PBR as of Q1 2024.

  • CreativeOne Wealth reported no remaining Petrobras position as of Q1 2024 after selling out during the quarter.
  • CreativeOne Wealth sold 14,082 Petrobras shares in Q1 2024, an estimated $225K.
  • CreativeOne Wealth first reported a position in Petrobras in Q4 2022 and held it in 2 quarters.
  • CreativeOne Wealth's Petrobras position peaked at $225K in Q4 2023.
  • 499 funds tracked by Wall St. Rank held Petrobras as of Q1 2024.

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