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GeoWealth Management’s Petrobras PBR Stock Holding History

GeoWealth 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
2025
Q1 		– Sell
-1,017
Closed -$13.1K – 1584
2024
Q4 		$13.1K Sell
1,017
-196
-16% -$2.74K ﹤0.01% 1453
2024
Q3 		$17.5K Buy
+1,213
New +$17.8K ﹤0.01% 1304

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GeoWealth Management's PBR Position: Q1 2025 in Review

GeoWealth Management sold out of Petrobras (PBR) in Q1 2025, closing a stake of 1,017 shares — an estimated $13.1K sold.

GeoWealth Management first reported a position in PBR in Q3 2024 and held it in 2 quarters. The position peaked at $17.5K in Q3 2024. 475 funds tracked by Wall St. Rank hold PBR as of Q1 2025.

  • GeoWealth Management reported no remaining Petrobras position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 1,017 Petrobras shares in Q1 2025, an estimated $13.1K.
  • GeoWealth Management first reported a position in Petrobras in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Petrobras position peaked at $17.5K in Q3 2024.
  • 475 funds tracked by Wall St. Rank held Petrobras as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.