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Endowment Wealth Management’s Petrobras PBR Stock Holding History

Endowment Wealth Management’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
Q3 		– Sell
-11,135
Closed -$154K – 134
2023
Q2 		$154K Buy
11,135
+48
+0.4% +$584 0.14% 130
2023
Q1 		$116K Sell
11,087
-503
-4% -$5.47K 0.12% 125
2022
Q4 		$123K Sell
11,590
-4,160
-26% -$50.2K 0.14% 122
2022
Q3 		$194K Buy
15,750
+2,695
+21% +$35.7K 0.24% 106
2022
Q2 		$152K Buy
13,055
+1,634
+14% +$22.6K 0.18% 105
2022
Q1 		$169K Buy
+11,421
New +$153K 0.18% 115

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Endowment Wealth Management's PBR Position: Q3 2023 in Review

Endowment Wealth Management sold out of Petrobras (PBR) in Q3 2023, closing a stake of 11,135 shares — an estimated $154K sold.

Endowment Wealth Management first reported a position in PBR in Q1 2022 and held it in 6 quarters. The position peaked at $194K in Q3 2022. 433 funds tracked by Wall St. Rank hold PBR as of Q3 2023.

  • Endowment Wealth Management reported no remaining Petrobras position as of Q3 2023 after selling out during the quarter.
  • Endowment Wealth Management sold 11,135 Petrobras shares in Q3 2023, an estimated $154K.
  • Endowment Wealth Management first reported a position in Petrobras in Q1 2022 and held it in 6 quarters.
  • Endowment Wealth Management's Petrobras position peaked at $194K in Q3 2022.
  • 433 funds tracked by Wall St. Rank held Petrobras as of Q3 2023.

Based on Endowment Wealth Management's 13F filing for Q3 2023, filed 31 Oct 2023.