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Focused Wealth Management’s Petrobras PBR Stock Holding History

Focused 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
2024
Q3 		– Sell
-126
Closed -$1.82K – 276
2024
Q2 		$1.82K Buy
+126
New +$1.96K ﹤0.01% 229
2024
Q1 		– Sell
-126
Closed -$2.01K – 722
2023
Q4 		$2.01K Hold
126
– – ﹤0.01% 773
2023
Q3 		$1.88K Buy
126
+3
+2% +$43 ﹤0.01% 779
2023
Q2 		$1.7K Buy
123
+9
+8% +$109 ﹤0.01% 822
2023
Q1 		$1.19K Buy
114
+6
+6% +$65 ﹤0.01% 851
2022
Q4 		$1.16K Buy
108
+5
+5% +$60 ﹤0.01% 850
2022
Q3 		$1K Buy
103
+21
+26% +$278 ﹤0.01% 881
2022
Q2 		$1K Buy
82
+10
+14% +$138 ﹤0.01% 859
2022
Q1 		$1K Hold
72
– – ﹤0.01% 914
2021
Q4 		$1K Buy
72
+7
+11% +$74 ﹤0.01% 911
2021
Q3 		$1K Buy
65
+3
+5% +$32 ﹤0.01% 921
2021
Q2 		$1K Buy
62
+2
+3% +$20 ﹤0.01% 882
2021
Q1 		$1K Hold
60
– – ﹤0.01% 870
2020
Q4 		$1K Hold
60
– – ﹤0.01% 783
2020
Q3 		$0 Buy
+60
New +$510 ﹤0.01% 846
2017
Q1 		– Sell
-17,289
Closed -$175K – 722
2016
Q4 		$175K Sell
17,289
-7,684
-31% -$82.1K 0.07% 157
2016
Q3 		$233K Sell
24,973
-136
-0.5% -$1.19K 0.1% 124
2016
Q2 		$180K Sell
25,109
-344
-1% -$2.28K 0.08% 147
2016
Q1 		$149K Sell
25,453
-7,214
-22% -$29.1K 0.08% 119
2015
Q4 		$140K Sell
32,667
-9,890
-23% -$48.1K 0.08% 126
2015
Q3 		$185K Sell
42,557
-2,832
-6% -$17.3K 0.12% 100
2015
Q2 		$411K Sell
45,389
-1,975
-4% -$17.7K 0.25% 67
2015
Q1 		$285K Sell
47,364
-7,843
-14% -$50K 0.18% 85
2014
Q4 		$403K Buy
+55,207
New +$595K 0.29% 65

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
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
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Focused Wealth Management's PBR Position: Q3 2024 in Review

Focused Wealth Management sold out of Petrobras (PBR) in Q3 2024, closing a stake of 126 shares — an estimated $1.82K sold.

Focused Wealth Management first reported a position in PBR in Q4 2014 and held it in 24 quarters. The position peaked at $411K in Q2 2015. 487 funds tracked by Wall St. Rank hold PBR as of Q3 2024.

  • Focused Wealth Management reported no remaining Petrobras position as of Q3 2024 after selling out during the quarter.
  • Focused Wealth Management sold 126 Petrobras shares in Q3 2024, an estimated $1.82K.
  • Focused Wealth Management first reported a position in Petrobras in Q4 2014 and held it in 24 quarters.
  • Focused Wealth Management's Petrobras position peaked at $411K in Q2 2015.
  • 487 funds tracked by Wall St. Rank held Petrobras as of Q3 2024.

Based on Focused Wealth Management's 13F filing for Q3 2024, filed 30 Oct 2024.