FAM
PBR icon

Formidable Asset Management’s Petrobras PBR Stock Holding History

Formidable Asset 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
2021
Q2 		– Sell
-18,210
Closed -$151K – 332
2021
Q1 		$151K Sell
18,210
-1,000
-5% -$9.55K 0.03% 276
2020
Q4 		$215K Sell
19,210
-4,350
-18% -$38.6K 0.05% 250
2020
Q3 		$161K Sell
23,560
-3,975
-14% -$33.8K 0.05% 237
2020
Q2 		$248K Buy
+27,535
New +$200K 0.07% 201
2018
Q4 		– Sell
-61,395
Closed -$889K – 105
2018
Q3 		$795K Sell
61,395
-6,850
-10% -$76K 0.31% 66
2018
Q2 		$685K Sell
68,245
-3,900
-5% -$49.9K 0.29% 69
2018
Q1 		$1.02M Buy
72,145
+900
+1% +$11.8K 0.51% 40
2017
Q4 		$733K Sell
71,245
-3,250
-4% -$33.2K 0.34% 64
2017
Q3 		$748K Buy
74,495
+39,495
+113% +$358K 0.32% 71
2017
Q2 		$280K Sell
35,000
-40,995
-54% -$366K 0.14% 127
2017
Q1 		$717K Buy
75,995
+23,600
+45% +$242K 0.31% 79
2016
Q4 		$530K Buy
52,395
+100
+0.2% +$1.07K 0.27% 96
2016
Q3 		$488K Buy
52,295
+1,500
+3% +$13.2K 0.24% 100
2016
Q2 		$413K Buy
50,795
+1,200
+2% +$7.94K 0.23% 107
2016
Q1 		$332K Sell
49,595
-9,195
-16% -$37.1K 0.23% 94
2015
Q4 		$235K Buy
58,790
+4,665
+9% +$22.7K 0.16% 123
2015
Q3 		$235K Buy
+54,125
New +$330K 0.16% 127
2014
Q3 		– Sell
-97,441
Closed -$1.43M – 498
2014
Q2 		$1.43M Buy
+97,441
New +$1.42M 0.86% 24
2014
Q1 		– Sell
-2,921
Closed -$33K – 483
2013
Q4 		$33K Buy
+2,921
New +$45.3K 0.02% 231

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return

Formidable Asset Management's PBR Position: Q2 2021 in Review

Formidable Asset Management sold out of Petrobras (PBR) in Q2 2021, closing a stake of 18,210 shares — an estimated $151K sold.

Formidable Asset Management first reported a position in PBR in Q4 2013 and held it in 19 quarters. The position peaked at $1.43M in Q2 2014. 295 funds tracked by Wall St. Rank hold PBR as of Q2 2021.

  • Formidable Asset Management reported no remaining Petrobras position as of Q2 2021 after selling out during the quarter.
  • Formidable Asset Management sold 18,210 Petrobras shares in Q2 2021, an estimated $151K.
  • Formidable Asset Management first reported a position in Petrobras in Q4 2013 and held it in 19 quarters.
  • Formidable Asset Management's Petrobras position peaked at $1.43M in Q2 2014.
  • 295 funds tracked by Wall St. Rank held Petrobras as of Q2 2021.

Based on Formidable Asset Management's 13F filing for Q2 2021, filed 6 Aug 2021.