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DFPG Investments’s Petrobras PBR Stock Holding History

DFPG Investments’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
2023
Q4 		$626K Buy
37,734
+14,164
+60% +$217K 0.05% 338
2023
Q3 		$358K Buy
+23,570
New +$335K 0.03% 433

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return

DFPG Investments's PBR Position: Q4 2023 in Review

DFPG Investments increased its Petrobras (PBR) stake by 60% in Q4 2023, buying an estimated $217K and bringing the position to 37,734 shares worth $626K. The position accounts for 0.05% of the portfolio, ranked #338.

DFPG Investments first reported a position in PBR in Q3 2023 and has held it in 2 quarters since. 464 funds tracked by Wall St. Rank hold PBR as of Q4 2023.

  • DFPG Investments held 37,734 shares of Petrobras worth $626K as of Q4 2023.
  • DFPG Investments bought 14,164 Petrobras shares in Q4 2023, an estimated $217K.
  • Petrobras made up 0.05% of DFPG Investments's portfolio in Q4 2023, its #338 holding.
  • DFPG Investments first reported a position in Petrobras in Q3 2023 and has held it in 2 quarters since.
  • 464 funds tracked by Wall St. Rank held Petrobras as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.