Fermata Advisors’s Petrobras PBR Stock Holding History

Fermata Advisors’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	-11,332	Closed	-$172K	–	241
2024 Q1	$172K	Buy	11,332 +1,056	+10%	+$17.2K	0.04%	203
2023 Q4	$164K	Buy	+10,276	New	+$157K	0.04%	181

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fermata Advisors's PBR Position: Q2 2024 in Review

Fermata Advisors sold out of Petrobras (PBR) in Q2 2024, closing a stake of 11,332 shares — an estimated $172K sold.

Fermata Advisors first reported a position in PBR in Q4 2023 and held it in 2 quarters. The position peaked at $172K in Q1 2024. 486 funds tracked by Wall St. Rank hold PBR as of Q2 2024.

Fermata Advisors reported no remaining Petrobras position as of Q2 2024 after selling out during the quarter.
Fermata Advisors sold 11,332 Petrobras shares in Q2 2024, an estimated $172K.
Fermata Advisors first reported a position in Petrobras in Q4 2023 and held it in 2 quarters.
Fermata Advisors's Petrobras position peaked at $172K in Q1 2024.
486 funds tracked by Wall St. Rank held Petrobras as of Q2 2024.

Based on Fermata Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.