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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
-31,000
Closed -$449K – 275
2024
Q2 		$449K Buy
+31,000
New +$482K 0.06% 100

Other funds holding PBR

GQG Partners
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
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 $60.8B AUM 22.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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. 486 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.
  • 486 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.