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Essex Financial Services’s Petrobras PBR Stock Holding History

Essex Financial Services’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
Q2 		– Sell
-26,496
Closed -$403K – 625
2024
Q1 		$403K Buy
26,496
+2,676
+11% +$43.5K 0.04% 364
2023
Q4 		$380K Buy
+23,820
New +$365K 0.04% 352

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Essex Financial Services's PBR Position: Q2 2024 in Review

Essex Financial Services sold out of Petrobras (PBR) in Q2 2024, closing a stake of 26,496 shares — an estimated $403K sold.

Essex Financial Services first reported a position in PBR in Q4 2023 and held it in 2 quarters. The position peaked at $403K in Q1 2024. 486 funds tracked by Wall St. Rank hold PBR as of Q2 2024.

  • Essex Financial Services reported no remaining Petrobras position as of Q2 2024 after selling out during the quarter.
  • Essex Financial Services sold 26,496 Petrobras shares in Q2 2024, an estimated $403K.
  • Essex Financial Services first reported a position in Petrobras in Q4 2023 and held it in 2 quarters.
  • Essex Financial Services's Petrobras position peaked at $403K in Q1 2024.
  • 486 funds tracked by Wall St. Rank held Petrobras as of Q2 2024.

Based on Essex Financial Services's 13F filing for Q2 2024, filed 31 Jul 2024.