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Glassman Wealth Services’s Petrobras PBR Stock Holding History

Glassman Wealth Services’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
-423
Closed -$6.75K – 1342
2023
Q4 		$6.75K Sell
423
-93
-18% -$1.42K ﹤0.01% 987
2023
Q3 		$7.74K Buy
516
+13
+3% +$185 ﹤0.01% 926
2023
Q2 		$6.96K Sell
503
-91
-15% -$1.11K ﹤0.01% 901
2023
Q1 		$6.2K Buy
+594
New +$6.46K ﹤0.01% 945
2022
Q4 		– Sell
-146
Closed -$2K – 2009
2022
Q3 		$2K Buy
+146
New +$1.93K ﹤0.01% 1251
2020
Q4 		– Sell
-384
Closed -$3K – 1480
2020
Q3 		$3K Buy
+384
New +$3.26K ﹤0.01% 916

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Glassman Wealth Services's PBR Position: Q1 2024 in Review

Glassman Wealth Services sold out of Petrobras (PBR) in Q1 2024, closing a stake of 423 shares — an estimated $6.75K sold.

Glassman Wealth Services first reported a position in PBR in Q3 2020 and held it in 6 quarters. The position peaked at $7.74K in Q3 2023. 499 funds tracked by Wall St. Rank hold PBR as of Q1 2024.

  • Glassman Wealth Services reported no remaining Petrobras position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 423 Petrobras shares in Q1 2024, an estimated $6.75K.
  • Glassman Wealth Services first reported a position in Petrobras in Q3 2020 and held it in 6 quarters.
  • Glassman Wealth Services's Petrobras position peaked at $7.74K in Q3 2023.
  • 499 funds tracked by Wall St. Rank held Petrobras as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.