FineMark National Bank & Trust’s Petrobras PBR Stock Holding History

FineMark National Bank & Trust’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	-14,306	Closed	-$228K	–	448
2023 Q4	$228K	Hold	14,306	–	–	0.01%	373
2023 Q3	$214K	Buy	+14,306	New	+$203K	0.01%	377
2015 Q4	–	Sell	-3,000	Closed	-$13K	–	1444
2015 Q3	$13K	Hold	3,000	–	–	﹤0.01%	932
2015 Q2	$27K	Hold	3,000	–	–	﹤0.01%	817
2015 Q1	$18K	Hold	3,000	–	–	﹤0.01%	901
2014 Q4	$22K	Buy	3,000 +2,350	+362%	+$25.3K	﹤0.01%	887
2014 Q3	$9K	Sell	650 -650	-50%	-$10.9K	﹤0.01%	1039
2014 Q2	$19K	Hold	1,300	–	–	﹤0.01%	911
2014 Q1	$17K	Buy	1,300 +1,087	+510%	+$12.7K	﹤0.01%	920
2013 Q4	$3K	Sell	213 -14,393	-99%	-$223K	﹤0.01%	1243
2013 Q3	$226K	Buy	14,606 +43	+0.3%	+$613	0.06%	281
2013 Q2	$195K	Buy	+14,563	New	+$248K	0.06%	279

Other funds holding PBR

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return