Custom Index Systems’s Petrobras PBR Stock Holding History

Custom Index Systems’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	-29,082	Closed	-$464K	–	300
2023 Q4	$464K	Buy	+29,082	New	+$445K	0.29%	87

Other funds holding PBR

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Custom Index Systems's PBR Position: Q1 2024 in Review

Custom Index Systems sold out of Petrobras (PBR) in Q1 2024, closing a stake of 29,082 shares — an estimated $464K sold.

Custom Index Systems first reported a position in PBR in Q4 2023 and held it in 1 quarter. The position peaked at $464K in Q4 2023. 499 funds tracked by Wall St. Rank hold PBR as of Q1 2024.

Custom Index Systems reported no remaining Petrobras position as of Q1 2024 after selling out during the quarter.
Custom Index Systems sold 29,082 Petrobras shares in Q1 2024, an estimated $464K.
Custom Index Systems first reported a position in Petrobras in Q4 2023 and held it in 1 quarter.
Custom Index Systems's Petrobras position peaked at $464K in Q4 2023.
499 funds tracked by Wall St. Rank held Petrobras as of Q1 2024.

Based on Custom Index Systems's 13F filing for Q1 2024, filed 14 May 2024.